Steve Doucette and Collin Habig, who managed $270 million at Edward Jones, have formed Doucette Capital and affiliated with Raymond James Financial Services.
Based in Plainville, Massachusetts, the team has been joined by Louise Boissel, their registered sales assistant.
Doucette had been affiliated with Edward Jones since 2002, while Habig started his career at Edward Jones in 2018.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
