Raymond James expands bank wealth platform through Bank Midwest tie-up

Raymond James expanded its Financial Institutions Division by onboarding Bank Midwest’s $692 million investment program, strengthening advisory capabilities through technology, scale, and broader wealth management services.

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3 days ago

Raymond James expands bank wealth platform through Bank Midwest tie-up

Raymond James expands bank wealth platform through Bank Midwest tie-up
US based financial services firm Raymond James has added Bank Midwest’s investment program to its Financial Institutions Division, bringing approximately $692 million in client assets under management. As part of the transition, Midwest Wealth Management will rebrand as Midwest Wealth Group and offer a broader range of advisory services through Raymond James Financial Services.
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  • raymond james
  • bank midwest