What you missed in wealth management: May 24-28

view original post

Raymond James launched new software to generate client proposals; the week in career moves and M&A at LPL, Kestra, Dynasty, BNY Mellon Wealth Management, Baird and Janney Montgomery Scott; and Adasina Social Capital’s social justice ETF hits $50 million in its first six months. Here’s what happened in wealth management this week.