A trio of advisers that operates as PDX Wealth Management in Lake Oswego, Ore., and manages $285 million has affiliated with Raymond James.
The three — Matt Jung, Daniel Dunham and Kim Laird — were previously affiliated with Waddell & Reed.
Joining them are Kevin Fredrickson, the firm's head of training and planning, and Megan Layton, executive associate.
Jung had been affiliated with Waddell & Reed for 21 years, Dunham for 16 years and Laird for four years.
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.
