Raymond James Lures $1B Califoria Team From Stifel
AI SummaryAI-generated — verify against the source.A $1B AUM team, KWM Wealth Advisory, has moved to Raymond James, citing the firm's focus on technology as a key driver for their decision. This highlights how major broker-dealers are increasingly leveraging their technology stacks, including AI-driven capabilities, as a competitive differentiator to attract top-tier advisor talent.
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