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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
