Digest August 25th

Raymond James Poaches $1.8 B Ultra‑High‑Net‑Worth Team Amid Advisor Movement Surge

In a move signaling continued consolidation in the wealth management industry, Raymond James has secured a high-profile advisor team managing approximately $1.8 billion in client assets. The team—which specializes in serving ultra‑high‑net‑worth families—cited Raymond James’ technology infrastructure and corporate culture as key motivations for joining the independent broker‑dealer division.
Independentadvisoralliance.com

Advisors Face New Headwinds with Global Tax & Trade Policy Uncertainty

Financial advisors are grappling with heightened volatility due to evolving global tax and trade regulations. Recent legislative developments—like the One Big Beautiful Bill Act and the removal of a punitive “revenge tax”—are reshaping international investment dynamics. Advisors must navigate these complexities, balancing short‑term portfolio response with long‑term planning amid macro-level economic uncertainty.
financial-planning.com

Dividing Private Equity During Divorce: A New Imperative for Wealth Managers

A growing challenge for advisors is managing complex private equity holdings during divorce proceedings. Splitting illiquid alternative investments—including partnerships and closely held stakes—presents valuation dilemmas and logistical hurdles. Advisors must collaborate with legal and tax professionals to ensure fair valuations and equitable distribution, while preserving long‑term client interests.
InvestmentNews