Raymond James Hires COO for Independent Channel

Published on March 24, 2025

Ronice Barlow, formerly of Franklin Templeton, steps into a newly created role in the Independent Contractor Division.

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CAIS Launches Models Marketplace for Alts

March 24, 2025
CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the company’s recently launched RIA.

ETF Use Is Still on a Growth Tear: Survey

March 24, 2025
Ninety-five percent of wealth managers say they will increase their ETF allocations, Brown Brothers Harriman reported.      Related StoriesTax Revenue on Track to Fall $500B in 2025: ReportTrump Advisor Calls to End Muni Tax BreakCiti's Private Equity ‘Club' Underwhelmed Billionaire Members