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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Kenneth "Ken" Montal

Raymond James & Associates · Reported Oct 17
In network coverage since October 16, 2026 · 3 stories
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Features

Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams

The Edward Fitzpatrick Group managed about $3.3 billion at Raymond James; one report puts the four advisors' client assets at nearly $3.5 billion.
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
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