Raymond James is near the end of assimilating Morgan Keegan, its $1.2 billion acquisition last year, and dropped 41 reps this quarter. Productivity of those that remain, as well as total client assets, reached all-time highs, however....More
What do wirehouse advisors think of their firms? WealthManagement.com surveyed 3,402 advisors asking them to dish the dirt on their firms, telling us what they liked and what they don't. Here are some of the results.
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor training may look like in the near future....More
As the London Olympics wrap up, I’ve been talking with a few financial advisors this week who participated in the international games when they were younger years earlier. It’s striking how their experiences as athletes have a bearing on the manner in which they conduct their business today....More