Raymond James Adds $360M AUM Miss. Duo From LPL

Published on September 12, 2024

Raymond James Lands Former LPL Advisors Managing More Than $360M In Assets

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Meet the Luminaries Class of 2024 Finalists

September 12, 2024
This year's program features new awards for innovation and disruption, achievement in marketing and excellence in RIA M&As.      Related StoriesSocial Security COLA Estimate for 2025 Drops Again to 2.5% on Cooler Inflation - EnclosureFP Alpha Adds Automation Features to Estate Lab Platform - EnclosureEx-LPL Rep Forged Client Signatures: FINRA - Enclosure

Milemarker Launches Firm Intelligence

September 12, 2024
The firm, co-founded by serial entrepreneur Judd Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.