Moves
19-person team leaves Osaic to form New York RIA with RayJay
Robert Howerter, Roger Pikul and Sandeep Patel have formed Select Wealth Partners using Raymond James’ custody platform.
Summary as published by Citywire RIA
Read the full story at Citywire RIA →Citywire RIA may require a subscription.
More on Osaic
Osaic hub →InvestmentNews · Nov 10, 8:16 PM ET
Osaic CEO Jamie Price sees W-2 channel growing to a third of assetsWealth Solutions Report · Nov 10, 9:21 AM ET
Deals & Recruiting Roundup: Pallas, Cleros, Mercer, Raymond James And MoreWealthManagement.com · Nov 10, 9:06 AM ET
Osaic CEO Sees AI-Boosted Assistants Easing Advisor ShortageFinancial Advisor IQ · Nov 9, 11:00 AM ET
Osaic’s CW Advisors Acquires 3 RIA Firms with $1.6B Total AUM
More on Raymond James
Raymond James hub →Financial Planning · Nov 12, 5:26 PM ET
Raymond James CEO: Tech, not the biggest check, wins recruitsWealthManagement.com · Nov 12, 1:53 PM ET
Raymond James Adds $18.7B to Financial Institutions ChannelInvestmentNews · Nov 12, 12:00 PM ET
Raymond James lands $18.7B Synovus team as LPL adds UBS breakawaysAdvisorHub · Nov 12, 3:54 AM ET
Raymond James CEO Cites Fees, Advisor Pay As Options If Cash Sweep Revenue Falls
Financial ADVSR links to reporting from across the industry. This story was reported by Citywire RIA. Financial ADVSR is not affiliated with Citywire RIA. Updated every 10 minutes.