&Partners Wins Teams From LPL Financial, Raymond James

&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells…

Whale Surpasses James Wynn’s Losses on Hyperliquid: Finance Redefined

An unknown Hyperliquid trader has surpassed James Wynn, becoming the trading platform’s biggest losing whale, with…

Validea James P. O’Shaughnessy Strategy Daily Upgrade Report – 9/12/2025

The following are today’s upgrades for Validea’s Growth/Value Investor model based on the published strategy of…

Raymond James sues to retrieve dead advisor’s laptop

Raymond James is taking the widower of one of its former advisors to court for not…

Raymond James Sues Advisor’s Husband Over Laptop

Raymond James has filed a lawsuit against the husband of an advisor, who passed away suddenly…

Why Raymond James is winning the Commonwealth advisor race

Raymond James’ recent run of recruiting Commonwealth Financial Network advisors has been accompanied by plenty of…

AssetMarket, Raymond James Add Leaders

AssetMark Hires Alyson Tucci as SVP, Corporate Strategy and Development Wealth management platform AssetMark has hired…

Validea James P. O’Shaughnessy Strategy Daily Upgrade Report – 9/5/2025

The following are today’s upgrades for Validea’s Growth/Value Investor model based on the published strategy of…

Raymond James Hired Johan Grahn as Head of ETFs

Raymond James Investment Management hired Johan Grahn to be head of ETFs as the asset manager…

Raymond James Adds Commonwealth Duo

Wealthspire Acquires $380M CA-Based Marin Financial Wealthspire, a $31 billion registered investment advisor that is part…

Validea James P. O’Shaughnessy Strategy Daily Upgrade Report – 8/26/2025

The following are today’s upgrades for Validea’s Growth/Value Investor model based on the published strategy of…

Cetera, LPL, and Raymond James Bolster RIA Channels

Some of the country’s largest broker/dealers added financial advisors overseeing a combined $914 billion to their…

James Wynn Opens 25x ETH Long as Price Surges Above $4,860

James Wynn, a crypto trader known for his high-leverage crypto bets, has entered a massive leveraged…

WealthStack Podcast: WealthTech Select’s James Cantwell

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech…

Validea James P. O’Shaughnessy Strategy Daily Upgrade Report – 8/22/2025

The following are today’s upgrades for Validea’s Growth/Value Investor model based on the published strategy of…

James Hardie Industries plc (JHX) Q1 2026 Earnings Call Transcript

James Hardie Industries plc (NYSE:JHX) Q1 2026 Earnings Conference Call August 19, 2025 6:00 PM ET…

Kestra, Raymond James Snag Commonwealth Teams

Kestra Financial and Raymond James have won several of what recruiters are characterizing as relatively early…

Raymond James Adds $1.8B Advisor Team from M Financial

Raymond James has added a team of 16 advisors with offices in New Jersey and Florida.…

Corient Lands $1.5B Dallas-Based Raymond James Team

Corient, the rebranded U.S. wealth management business of CI Financial, announced Thursday the acquisition of Raymond…

Kansas-based Raymond James Team Goes Independent

Keating Financial Advisory Services, a former Raymond James affiliate with about 50 employees and 25 advisors,…

James Howells to launch DeFi token backed by lost Bitcoin fortune

Twelve years after accidentally throwing away a hard drive containing 8,000 Bitcoin (BTC), James Howells is…

Mercer Advisors Acquires $1.2B Raymond James Practice

Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77…