An advisory team managing $850 million at Citigroup Global Markets in New York has joined the employee channel at Raymond James.
Yaakov A. Ringler and Yonatan “Yoni” Marom lead the Israel Group of Raymond James which focuses on providing global wealth management services to ultra-high net worth and high net worth clients.
They are joined by practice business manager Daniel Lebovitch and client service associates Kevin Scull, Ariel Urban and Joan Brody, Raymond James said in a press release Tuesday.
Ringler had been with Citi for four years, after stints at Goldman Sachs and Morgan Stanley. Marom began his career at Citi in 2013.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
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.