The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
New Hire Roundup: Killgoar to Head Strategy, Consulting at Raymond James' FID
Meanwhile, Wilmington Trust has named Fredrik Berg vice president of sales for its global capital markets team in Europe.
Black Financial Advisors Network Launched at Raymond James
A “grass-roots” effort is designed to help recruit more black advisors to Raymond James, and provide support and mentoring to existing advisors.
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2
Total number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
Raymond James Keeps Up Social Media Push
The firm says close to two-thirds of reps are up and running on Facebook, Twitter and LinkedIn.
Turning Succession Planning Into Business Growth: Raymond James
The independent arm at Raymond James is brokering deals for its own advisors, as well as for breakaway wirehouse reps nationwide.
Raymond James Exec: ‘No Robo-Advisor Plans’
Raymond James' indie arm remains focused on advisors, their growth and recruiting, according to President Scott Curtis.