The advisors will be based in the Miami location for the division of Raymond James. The company has added 18 total advisors to that office just this year, with total client assets of $3.3 billion.
The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefiting from the services of an advisor displayed far more satisfaction than those that did not.
Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now bringing its brand of shareholder engagement to a wider swath of companies, and investors, with ETFs.
Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172.5 million in its initial public offering. Dooley discusses the profile of firms he’s looking for and what the SPAC structure has to...
