William “Bill” Stewart III and his son, W. Grove Stewart IV, who managed $375 million at Janney Montgomery Scott in Annapolis, Maryland, have moved to the Alex. Brown unit of Raymond James. They will operate as Stewart Wealth Advisory Group.
Bill Stewart began his securities career in 1986 at Kidder Peabody. He was later with Smith Barney and Donaldson Lufkin & Jenrette. In 2003 he joined Legg Mason Wood Walker, whose private client group became part of Citigroup in 2005 and of Morgan Stanley in 2008. Stewart joined Janney Montgomery Scott in 2009.
Grove began his career in 2017 when he joined his father at Janney as a financial adviser trainee.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife 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.
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Financial advisors remain vital allies even as DIY investing grows
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.
