Kirk Abrahamson, who managed $312 million at RBC Wealth Management in West Des Moines, Iowa, and David Gray, who managed $104 million there, have joined the employee unit of Raymond James.
Abrahamson, who has been in the financial services industry for more than three decades, began his career at Merrill Lynch, then spent more than a decade as an adviser at Piper Jaffray before joining RBC Wealth Management in 2002. Client relationship consultants Michael Rowedder and Colby Spann made the move along with Abrahamson.
Gray, a 33-year veteran, began his career at JPMorgan Chase Bank, where he worked for 11 years. He was with RBC Wealth Management for more than 20 years.
[More: Raymond James cutting 500 jobs]
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.
