The 17-adviser investment program at Nashville, Tennessee-based FirstBank has moved to Raymond James from LPL Financial.
In August 2020, FB Financial Corp., the parent of FirstBank, completed its merger with Franklin Financial Network, Inc., the parent of Franklin Synergy Bank, which has been affiliated with Raymond James since 2004.
As a result of the merger, FirstBank’s advisers and professionals joined their colleagues at Franklin Synergy.
The combined investment program, which oversees $1.2 billion in client assets, includes 22 advisers, 10 support staff and a branch manager.
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.