| | Matt Schlueter, an executive vice president of products and platform, will step into the leadership role. Meanwhile, Greg Cornick and Ed Swenson lose their 'president' titles. Read More > | |
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| Advisor’s overall optimism in the current and future state of the stock market and the economy remained high during the first month of 2025, dampened by a growing expectation of volatility over the next six months. Read More > | |
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| Hightower dismissed its suit against Darren Reinig, although the fight is still pending in arbitration. Read More > | |
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| With Stuart Feld’s promotion, Raymond James joins a small but growing number of organizations and companies adding the AI role. Read More > | |
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| Evan Troop, a part-time country music singer who helped lead a $10.4 J.P. Morgan team, has launched an RIA with a hedge fund to come. Read More > | |
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| In other news of the week, Raymond James snags a Wells Fargo advisor to its independent RIA channel, and a Mariner IT exec leaves to start an RIA tech consultancy. Read More > | |
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