From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Raymond James will take a minority, non-controlling stake in advisors' practices in exchange for revenue to help those looking to acquire, hire or create a succession plan.
Explore how a strategic data layer can bridge the gaps in integration, enhance AI capabilities, and create a future-proof foundation for your firm—providing deeper personalization, faster insights, and more proactive advice.
Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management.
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