Top Portfolio Products: Incapital Launches Farmer Mac Notes Program
Meanwhile, a new partnership between PwC and Salesforce.com allows wealth managers to use the cloud for numerous functions.
Finding an Indie Business Model Right for You
During ThinkAdvisor’s Going Independent virtual conference, Alan Harter and other panelists described how the right partners can make the transition easier and more profitable.
Raymond James Hosts Women’s Symposium
CEO Paul Reilly explained how the integration of Morgan Keegan is making Raymond James a better firm than top brass anticipated during the final session of the firm’s 18th annual Women’s Symposium.
Raymond James CEO on Future Deals: If They Make Sense, ‘We Will Do Them’
Following the Morgan Keegan deal, though, the firm is focused more on “nice acquisitions”
Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth
Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.