Mike Fuller and Rob Barber, who managed $155 million at Raymond James in Arroyo Grande, California, have gone independent and affiliated with LPL Financial through Perennial Financial Services, an office of supervisory jurisdiction.
Fuller had been with Raymond James for almost 25 years. Barber began his career in 2018 at Edward Jones.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
