Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Moves

People moves: RBC taps Raymond James veteran for Texas complex

Image: InvestmentNews

Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant

Summary as published by InvestmentNews
Financial ADVSRRead our full story: RBC hires ex-Raymond James manager as Texas South complex director →
Read the full story at InvestmentNews →

More on RBC

RBC hub →

More on Raymond James

Raymond James hub →

Financial ADVSR links to reporting from across the industry. This story was reported by InvestmentNews. Financial ADVSR is not affiliated with InvestmentNews. Updated every 10 minutes.

The full wire →