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.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
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.
