A four-adviser team managing $468 million at Wells Fargo Advisors in Augusta, Georgia, has joined the employee unit of Raymond James.
Martin Ferrara, James “Bubba” Helton Jr., Justin Preissler and James McGee will operate as the Cypress Wealth Group of Raymond James.
Ferrara, Helton and Preissler all have more than 20 years of experience.
The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.
"It's like a soap opera," says one senior industry executive.
The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
It's a showdown for the ages as wealth managers assess its impact on client portfolios.
The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.
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.
