Recruiting Roundup: Raymond James Nabs $300M Wells Fargo Team
Meanwhile, the Georgia-based financial advisory firm Patton, Albertson & Miller joins Focus Financial Partners.
December Rate Hike Could Be Thwarted by Government Shutdown: Valliere
“I’m very apprehensive about December,” says Greg Valliere, who's now chief global strategist for Horizon Investments.
Raymond James Plans New Venue for Growing Women’s Symposium
The group had more than 500 guests at its event in Florida last week, including 23 prospective advisors.
Successfully Managing an Advisory Firm’s 6 Growth Barriers
Think you’re unique? Sorry, not so much. All advisory firms face the same growth barriers at the same time. The solutions are the same, too.
Morgan Stanley Promotes Pick, Simkowitz in Management Shift
The wirehouse adjusts top ranks as CEO James Gorman looks to boost collaboration.
Raymond James Hosts 21st Women’s Symposium
The broker-dealer's annual event includes several hundred advisors, prospects and guests meeting in St. Petersburg, Florida.
FPA Board Names Shannon Pike 2016 President-Elect, 3 New Board Members
At national conference, FPA says it also added three new “knowledge circles” focusing on women, tax planning and linking academic researchers and practitioners.
The Age-Old Dilemma of Old Age
One of my first jobs involved writing obituaries and reading them on the air for a small-time radio station in Michigan's Upper Peninsula.
Better-Paid Employees Build Better Firms: FA Insight
Often, in their zeal to “contain costs,” as Oscar Wilde said, those in charge “know the cost of everything and the value of nothing.”
8 Benefits of Clear, Consistent Messaging
Last April, we launched an online questionnaire — called Kaleido Scope — that gives advisory firm owners an overview of how their business compares with a well-run firm.