Eric Cornell and Patrick Shea, who managed $195 million at Ameriprise Financial Services, have formed their own firm, Helius Wealth Management in Palm Beach Gardens, Florida, and affiliated with Raymond James.
Cornell spent two decades with Ameriprise; Shea joined the firm in 2008.
Four team members made the move with Cornell and Shea.
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The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
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.
