Jule Eldridge, Jason Newton and Robb Sasser, who managed $645 million at Wells Fargo Advisors in Florence, S.C., have joined the employee unit of Raymond James.
Mr. Eldridge, who joined a predecessor of Wells Fargo in 2000, has been in the financial services industry for more than 24 years.
Mr. Newton joined Wells Fargo in 2006. He began his career in 2002 at Wachovia Securities and moved to Uvest Financial Services Group in 2003.
Mr. Sasser began his career at a Wells Fargo predecessor firm, First Union Brokerage, in 1996.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
