Kevin Ruth, most recently head of wealth planning and personal trust at Fidelity Investments, has been named senior vice president of private wealth at Raymond James.
Ruth “will lead the firm’s commitment to providing advanced, custom wealth management strategies for advisers serving high-net-worth and ultra-high-net-worth clients,” the company said in a release.
He is based at the firm’s St. Petersburg, Florida, headquarters.
A 25-year veteran of the securities industry, Ruth developed and implemented private wealth programs at Merrill Lynch and UBS before joining Fidelity.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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