Bryan Sweet and his team in Fairmont and Jackson, Minnesota, have left Raymond James where they managed $875 million and become a registered investment advisory firm. Known as Sweet Financial Partners, the firm joined Dynasty Financial Partners Network. Sweet, who ...

A nine-member team led by brothers R. Scott Bills and Brett R. Bills, which managed $1.75 billion at Merrill Lynch, has left to form a new registered investment advisory firm. “Our whole crew spent the majority of their careers at ...

What do LPL Financial, Dynasty Financial Partners and Mercer Advisors Inc. have in common?  A new chief technology officer.  All three firms hired or appointed chief technology officers this month in moves to ramp up innovation and technology products for ...