Raymond James Hires COO for Independent Channel
By Janet LevauxRonice Barlow, formerly of Franklin Templeton, steps into a newly created role in the Independent Contractor Division.
March 24, 2025
SEC to Lose About 500 Staffers to Buyout, Resignation OffersThe number may climb even higher as additional people accept the buyout ahead of Friday’s deadline.
March 21, 2025
Trump Advisor Calls to End Muni Tax Break“You want to tax the rich? This is a good way to do it,” said Stephen Moore.
March 21, 2025
Schwab to Launch Money Market ETFSchwab will follow BlackRock and Texas Capital into this new ETF niche.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 21, 2025
How Citi’s PE ‘Club’ Underwhelmed Billionaire Members, Led to LawsuitsAfter the club's shutdown, growing investment dollars is a top priority for Wealth head Andy Sieg.
March 21, 2025
Social Security to Resume Deferring Payments to Debt CollectionSSA will once again withhold payments in order to repay defaulted loans to government agencies.
March 21, 2025
Docupace Snaps Up Workflow Management PlatformThe software maker is buying Hubly, which serves the back offices of RIAs and wealth managers.