Four advisers managing $630 million at Wells Fargo Advisors in Columbia, South Carolina, have formed Vision Wealth Advisors and affiliated with Raymond James.
The four — Steelman Ketchum, Shawn Roberts, Mark Sullivan and Michael Schulz — had all spent many years with Wells Fargo and its predecessor firms.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
Cecure Corporation leads funding as AI-powered RIA growth platform accelerates team and infrastructure buildout.
Three broker-dealers secure teams across the country as the recruiting race shows no signs of slowing.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.
Cybersecurity is often framed as a technology problem. In my experience, the biggest vulnerabilities rarely sit inside a server room
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
