FLOW Week 44
Florida Outlook Weekly “FLOW”. Weekly Financial Summary of Florida Oct 26 2025 — Florida’s financial ecosystem continued its torrid expansion this week as national wealth managers deepened their Sunshine State roots, insurers handed back billions to consumers and activists in the state flexed their influence on national bank mergers. MAI Capital Management adds Fort Myers team Cleveland‑based […]
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 […]