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.
RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office.
Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
The giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
New report shines a light on how Americans view wealth today.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
