Bryan Sweet and his team in Fairmont and Jackson, Minnesota, have left Raymond James where they managed $875 million and become a registered investment advisory firm. Known as Sweet Financial Partners, the firm joined Dynasty Financial Partners Network.
Sweet, who was with Raymond James for 32 years, was joined by partners Ty Totzke, Oliver Kollofski and Brittany Anderson, along with two other advisers and nine others.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
