Advisers Dan Smith IV, Todd Bryant, Eric Carlson and David Pieronowski, who managed about $227 million in client assets at MML Investors Services in Orlando, Florida, have moved to Raymond James Financial Services, the firm’s independent adviser channel.
The advisers will operate as Signature Wealth Partners and will be joined by client services specialists Cathy Stockton, Diane Stallard and Elizabeth Hall. Together they serve a variety of clients including business owners, high-net-worth individuals, pre-retirees and corporate executives.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
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.
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.
