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…

How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million…

Raymond James’ recruiting surges during market turmoil

Though it didn’t give specific figures, Raymond James said its advisor recruitment is surging. The remark…

James Wynn Opens $23M Leveraged Trades on ETH and PEPE via Hyperliquid

James Wynn, a crypto trader known for his high-leverage crypto bets, has initiated two major leveraged positions,…

UBS loses headcount to Morgan Stanley, Raymond James

UBS continues to lose advisors to its industry rivals as Morgan Stanley, Raymond James and Rockefeller…

Elevation Points Stakes $1B Raymond James Breakaway

Elevation Point, an investment firm launched last year, has taken a minority stake in Waycrest Wealth, a…

Hedge Fund Manager James Lavish

At the time of writing bitcoin is hovering around the $118,000 level, flirting with the idea…

Ex-Commonwealth Advisors Join Arkadios, Cambridge, Osaic, Raymond James

The anticipated attrition of at least some Commonwealth Financial Advisors in the wake of LPL Financial’s…

Raymond James grabs advisors managing $1.1B from Ameriprise

The Financial Industry Regulatory Authority has repaid $50 million to its members. The money comes as…

GENIUS Act Lacks ‘Necessary Guardrails’ For Investor Protection, NYAG Letitia James Tells Congress

New York Attorney General Letitia James sounded the alarm on the U.S. Senate’s stablecoin bill, warning…

Merit Financial, CapWealth, Ameriprise, LPL and Raymond James

Merit Expands in Pacific Northwest With RIA Olympic Wealth Merit Financial Advisors, an Atlanta-based registered investment…

Raymond James Welcomes $950M Team from Ameriprise in Colorado

A $950 million 10-advisor team from Colorado is joining Raymond James from Ameriprise. Springs Wealth Group,…

James Wynn’s $1B Fall Shows Why Buffett Warned About Leverage

Key Takeaways James Wynn’s $100 million wipeout has proven Warren Buffett right again. Buffett had called…

Morgan Stanley, Raymond James CEOs on the advantages of size

At a time when many advisors dream of breaking away to start their own practices, the…

Alcyon Wealth Partners Breaks Away from Raymond James to Go Independent

Alcyon Wealth Partners, a former Raymond James-affiliated registered investment advisor, is going the independent route. The…

Crypto leverage trader James Wynn loses $25M on Bitcoin bet

The millionaire leveraged crypto trader James Wynn has been liquidated of nearly $25 million in Bitcoin…

How James Wynn’s $100M Implosion Is a Leverage Tale as old as Time

Derivatives trader James Wynn emerged out of the woodworks a few weeks ago, flaunting 9-figure bitcoin…

Hyperliquid trader James Wynn goes ‘all-in’ on $1.25B Bitcoin Long

Well-known Hyperliquid trader James Wynn has increased his 40x leverage long Bitcoin bet to $1.25 billion…

Ripple M&A Target Hidden Road to Open New Office in Abu Dhabi Headed by James Stickland

Hidden Road, a prime broker that focuses on crypto and traditional assets, which recently agreed to…