Longtime Raymond James Exec Departs to Launch Advisor Consultancy

Published on September 25, 2025

The experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.

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LPL’s RIA Channel Lands $1.3B Team from Northwestern Mutual

September 25, 2025
The 10-person team from Tennant Financial will join LPL as a hybrid RIA.

$1.3B Northwestern Mutual Team Jumps to LPL

September 25, 2025
The team provides financial services to clients throughout New England and nationwide.      Related Stories4 in 5 Gen Xers With 401(k)s Worry They'll Be Poorer in Retirement: CerulliSchwab Seeks to Offer More Private-Firm Investments, CEO SaysFINRA Files to Raise Gift Limit to $300