Joyce Blay

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RJA Recruits Former Morgan Stanley Advisor Managing $454M

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Cooper is an industry veteran with nearly three decades of experience.

UBS Mother-Son Team Managing $220M Switches To Raymond James

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Jeanie and Michael Taras operate in Jacksonville, Fla.

Indie Sprenkle Wealth Joins 1792 In Pennsylvania

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David Sprenkle's newly independent launch, Sprenkle Wealth Management, oversees $130 million in AUM.

Two Teams Bring $400M Combined AUM To Cetera Network

by FA Staff

Cetera has attracted more than $1.1 billion in assets in just the month of May 2022.

Global Tension, Inflation A Recipe For Recession, Allianz Survey Says

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Investor uncertainty is driving market investment fears, Allianz Life found.

BNY Names New Chief Fiduciary Officer

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Erica E. Lord has over 20 years of experience serving high-net-worth individuals and families.

Merrill Team Managing $409M AUM Joins RJA Employee Channel

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With the addition of the team, Raymond James deepens its Western expansion.

The Colony Group Names Seven New Principals

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The group join 82 other Colony principals.

Brainvest Wealth Adds COO And Senior Investment Specialist To Miami Team

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The strategic hires will play a key role in scaling the firm's platform and client services.

Provista Wealth Brings $590M AUM To Kestra Platform

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Provista Wealth of Greenville, S.C., is the largest addition to the Kestra PWS platform.

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