A group in Tennessee that managed $832 million has affiliated with Raymond James Financial Institutions Division through Pinnacle Asset Management, the wealth management arm of Pinnacle Financial Partners, which is affiliated with Raymond James through the financial institutions division.
The nine-member team, which is based in Memphis, Tennessee, and will do business as Fountain Financial Group, was previously affiliated with First Horizon Advisors.
Fountain Financial includes advisors Eric Fountain, Ben Nicol, Todd Ruston, Zach Wiggs and Wendy Fuller VanCleve. Paige Williams, a CPA, and three staffers are also making the move to Raymond James.
[Topic: Wealth management earnings]
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound