Merchant Investment Management, a New York–based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority, non-controlling interest in Concurrent Advisors, a super office of supervisory jurisdiction of Raymond James Financial Services. San Diego–based Concurrent supports 55 advisory teams and a total $12.2 billion in client assets, Merchant’s biggest
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In a highly unusual, if not unprecedented, move, a $5 billion branch office of LPL Financial with 200 advisers under its roof is adding a direct competitor to LPL, Raymond James Financial Inc., that its advisers can choose to use for brokerage and advisory services. The branch operates under the title of Good Life Cos. and is
June 14, 2021By Mason Braswell and Miriam Rozen Merrill Lynch Wealth Management President Andy Sieg reaffirmed on Monday the firm’s intention to stay out of the veteran broker recruiting game, noting he and other senior executives “don’t think it is a good formula for clients, shareholders or the firm overall.” “One of our principles is that