Raymond James Financial Services Inc. announced that it added a father-and-son pair of advisers who had been managing $220 million in client assets at RBC Capital Markets.
James Domgard and his son Christopher J. Domgard operate as Capitol Private Wealth in Lincoln, Nebraska.
James Domgard has 38 years of experience, all of it at RBC Capital Markets and its predecessor, Dain Bosworth. Christopher J. Domgard started at Securities America in 2009 and joined RBC in 2010.
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.
