FLOW Week 43

Florida Outlook Weekly “FLOW”. Weekly Financial Summary of Florida Oct 20th 2025 — Florida’s financial sector saw fresh adviser moves, landmark deals and evolving insurance trends this week, underscoring the Sunshine State’s status as a rapidly growing hub for wealth management and financial services. Carnegie Investment Counsel deepens Florida footprint. Cleveland‑based Carnegie Investment Counsel announced […]

FLOW Week 42

Florida Outlook Weekly “FLOW”. Weekly Financial Summary of Florida Oct 13th 2025 — Florida’s financial industry showcased transformative deals, market improvements and regulatory debates over the past week, underscoring the state’s momentum as a leading U.S. finance hub. Banking and M&A activity. Seacoast Banking Corporation of Florida closed its acquisition of Villages Bancorporation, parent of […]

FLOW Week 41

Florida Outlook Weekly “FLOW”. Weekly Financial Summary of Florida Oct 6th 2025 — Florida’s financial services sector experienced a series of notable moves and upbeat sentiment last week, reinforcing the state’s reputation as a fast‑growing hub for wealth management. Advisor movement builds momentum for Raymond James. Vero Beach advisors Paul A. Williamson and Matt Hamilton departed Commonwealth […]

FLOW Week 40

Florida Outlook Weekly “FLOW”. Sept 29th 2025 – Florida’s financial sector saw notable mergers, market entries, policy concerns and wage changes this week, reflecting both the state’s fast‑growing wealth industry and broader economic currents. Concurrent Investment Advisors completes $10B retirement deal. Tampa‑based RIA Concurrent Investment Advisors closed its first full acquisition by buying San Diego‑based […]