A team of three advisers managing $350 million at Merrill Lynch in St. Petersburg, Fla., has joined the employee-broker unit of Raymond James, which is headquartered there.
The team consists of Tim Gross, Leslie Gross and Mike Brown, as well as associate Jamila Kravarusic.
Mr. Gross was with Merrill Lynch for 23 years, Ms. Gross for 20 years, and Mr. Brown for the past 14 years, after beginning his career in 1995 at First Union.
Meanwhile, Carson Group extends its acquisition strategy with a Maryland-based advisory practice.
Financial advisor Craig Robson shares the lessons he learned after leaving Merrill Lynch to set up his own practice in the fourth installment of InvestmentNews' new 'Independence Stories' series.
With an aging advisor population, report looks at demographics, structures.
Formerly Fidelity Investments leader will drive move to comprehensive services.
Lawmakers decided not to agree compromise proposal in Trump tax bill.
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.
