Julius Weller

In network coverage since November 3, 2026 · 1 story

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Platforms describe arrangements from TER sharing to no issuer payments as smaller funds compete for shelf space.

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Chris Illiano Citizens Private Wealth
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Brought a $1.2B team from Comerica to Citizens Private Wealth
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Lance Longwater Raymond James & Associates
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Joined Raymond James & Associates from Truist with a $700M team
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Matt Webber Citizens Private Wealth
3 stories
Brought a $1.2B team from Comerica to Citizens Private Wealth
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Brent Besinger Osaic
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Moved to Osaic as managing director and founder with a $1.0B team
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Brock Sutton Capital Group
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Said 83% of advisors use AI week to week, but only 13% use frontier capabilities
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