Two Houston-based advisers who had managed about $350 million in assets at Wells Fargo are joining Raymond James' channel for independent advisers, Raymond James Financial Services, the company announced.
Brandon Glasscock and Mandy Haskell are also joining Wealth Partners Alliance, which is a partnership of independent advisers affiliated with Raymond James. They’re joined in the move by staffer Sara Ferrell.
Glasscock began his career at Ameritas in 2000 and had been affiliated with Wells Fargo since 2007.
Haskell started at Commonwealth Financial Network in 2006 and joined Wells Fargo in 2018.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
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.
