Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 13, 2025

INDUSTRY

Raymond James Sues Former Intern, Alleging Harassment Campaign Against Reps

According to a lawsuit filed in Ohio federal court, Paul Saba created fictitious email addresses to falsely accuse two Raymond James employees of assault, insider trading and supporting a networking group for neo-Nazis.

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RIA NEWS

Focus Financial Partners Rebrands Hub Firms

As a result of the changes, The Colony Group and Buckingham names will go away.

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RIA NEWS

Carson Launches Tax Strategy With Acquisition of $385M RIA

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

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PEOPLE

Kestra Names John Amore as Next President

The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.

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