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Thursday, October 8, 2026The Morning Brief →Sign in
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Rooted Wealth Management

In network coverage since October 8, 2026 · 3 stories
Network coverage
Moves

Ascentis adds four Raymond James practices with about $1.06B in client assets

The four practices, which have worked as a unified Raymond James branch since 2022, will keep the firm as their primary custodian.
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Moves · Oct 8Ascentis adds four practices with $1B in client assets
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