Mark Anderson and Tiago Lima, whose team manages $200 million in Colorado Springs, Colorado, has switched their affiliation from Northwestern Mutual to Raymond James.
Their Sovereign Wealth Strategies Group includes eight planners and associates. Anderson and Lima had been with Northwestern Mutual for 10 years. The team provides wealth management to support their clients, which include military service members, veterans and their families in addition to business owners, corporate executives and retirees, Raymond James said in a press release.
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.
