Raymond James Investment Unit Hires Short-Term Summit Trail Executive as President

Published on December 15, 2025

Jeff Ringdahl, who had a short stint as president and COO of $23.6 billion RIA Summit Trail Advisors, will be president of Raymond James Investment Management.

Continue reading on website
Other news

Agencies announce dollar thresholds for smaller loan exemption from appraisal requirements for higher-priced mortgage loans

December 15, 2025
Agencies announce dollar thresholds for smaller loan exemption from appraisal requirements for higher-priced mortgage loans

Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

December 15, 2025
Columbia Threadneedle's Daniel Milligan outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction and how direct indexing creates flexibility for investors seeking tailored equity exposures.