A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 13, 2026The Morning Brief →Sign in
person

Anthony M. D'Andrea Jr.

Round Table Advisors · Reported Oct 13
In network coverage since October 13, 2026 · 1 story
Network coverage
move

Eight Raymond James brokers register $1.4B RIA, keep custody at firm

Seven of the eight advisors are keeping brokerage licenses through Kingswood Capital Partners while the new firm will continue to custody with the St. Petersburg, Florida-based firm.
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.