Ex-Truist Trio With $430M Moves To Raymond James In Fla.

Published on July 15, 2026

The advisors recently joined Fortuna Wealth as part of Raymond James's independent channel.

Continue reading on website
Other news

Boomer Wealth Transfer Set To Favor America's Richest Families

July 15, 2026
Almost three quarters of those expected to inherit from baby boomers are already in the wealthiest 10%.

Finding Value in the Crowded AI Trade

July 15, 2026
After a wild last 12 months in a technology stock boom – and more recent volatility – the question du jour, in our view, is not whether AI is transformative.