Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
Increases are one and four basis points; cuts are two basis points. The changes were made to funds with fiscal years ending January 2022.
Nora Jordan, Kay Madati and Chip Roame complete the asset manager's 11-person board.
Firm is seeking requests for information from minority-owned broker-dealers, as well as those owned by women, veterans and people with disabilities.
The acquisition, which will increase Westwood’s total assets under management by 32% to $18.4 billion, will add expertise in energy, infrastructure, real estate and alternatives.
Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.
Through SecureSave’s platform, employees can receive matched contributions from their employer.
Once the deal closes, which is expected to occur within 30 days, the combined firm will have offices in 15 locations across the country.
Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, identifies some of the major themes of this year's event and shared some highlights from his latest adviser software survey.
Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about how his firm is using technology to drive personalization and shares a bit of what's coming on SEI's tech road map.
