Don Dentinger, Robert Cregor Jr. and Rebecca Lovan, who managed $502 million at Wells Fargo in Louisville, Kentucky, have joined the employee channel of Raymond James.
The three began their securities careers in the late 1990s and operate as the RiverWealth Management Group of Raymond James.
Staff members Taylor Jessie and Stacy Payne are also making the move to Raymond James.
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.
