Investmentnews Email Newsletter: Don’t shy away from whipsawing markets (August 15, 2024)

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Essential news for RIAs

Advisor says threat of volatility and economic uncertainty is always there but the key to client success is a long-term approach.

Travis Alexander started his firm in 2016, and it became one of the top revenue producers at Raymond James.

“By supporting our RIA partners, we can help them differentiate themselves and drive growth.”

MORE NEWS

The $11B RIA's latest hire from Valor Advisors comes with 18 years of experience, including tenures at JPMorgan and UBS.

The leading RIA has secured an equity interest in the Ohio-based firm’s $400M wealth division through a strategic partnership.

The family-owned ensemble led by sibling advisors adds to the fast-growing RIA's footprint in Arizona.

Don’t shy away from whipsawing markets