A trio of advisers that operates as PDX Wealth Management in Lake Oswego, Ore., and manages $285 million has affiliated with Raymond James.
The three — Matt Jung, Daniel Dunham and Kim Laird — were previously affiliated with Waddell & Reed.
Joining them are Kevin Fredrickson, the firm's head of training and planning, and Megan Layton, executive associate.
Jung had been affiliated with Waddell & Reed for 21 years, Dunham for 16 years and Laird for four years.
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
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.
