Michael Brown, who heads a three-adviser team that managed $300 million at UBS in Clayton, Missouri, has gone independent and affiliated with Raymond James.
The team, which includes two staff members, operates as Mike Brown Financial Group of Raymond James.
Since 1994, Brown has hosted a financial radio talk show in St. Louis. He started his career by hosting a nightly personal finance segment on a local TV newscast in 1986. He became a registered representative in 1990 and moved to UBS in 2000.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
