Raymond James has added a $285 million AUM advisor team to its independent advisor channel, Raymond James Financial Services which recently launched a new in-house talent sourcing service.
Campbell Wealth Management is based in Conway, Arkansas, and led by Scotty Campbell, CRPC, and Jim Campbell, AAMS, who were previously with Wells Fargo and each have around two decades of industry experience.
They are joined by client service associate Lacy Bailey and administrative assistant Shirley Clary.
Raymond James has unveiled a new advisory practice financing option.
Meanwhile, Janney has welcomed three advisors, adding to the six it has added so far in 2025 with a combined $1.4 billion AUM. This builds on its 2024 recruitment tally of 27 advisors managing around $4.3 billion.
In Florida, Integrity Wealth Advisory joins the Miami office with a $260 million AUM practice that includes financial Advisors Ray Sardiña and Susan Rutrough and private client associates Mitzi Sofo and Maia Rearwin. They will only be in Miami until the summer though before moving to a new state-of-the-art facility in Coral Gables which is set to open in July.
And in New Jersey, financial Advisor Al Lynn joins the Bedminster office with a practice managing almost $150 million. He was previously with Raymond James and has been in the industry for almost 40 years.
Janney’s president and CEO Tony Miller recently spoke exclusively to InvestmentNews about the firm's acquisition by KKR, the equity ownership arrangement for all its advisor employees, and how it plans to continue for another 200 years.
As Berkshire Hathaway remains a top-performing financial stock, ETFs that offer a similar value style could appeal to investors, according to CFRA.
Buyouts, layoffs, early retirements, and hiring freezes have added up to the steepest cuts in decades at the SEC and other federal agencies.
More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.
Elsewhere, Wells Fargo also recently announced several new hires from Cetera, Merrill Lynch, and JPMorgan.
The leadership changes are happening just as the firm forges a strategic partnership with AI notetaking leader Jump.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
