Raymond James Financial Services, the independent broker-dealer arm of Raymond James Financial, said on Thursday it added a four-person team of brokers from Wells Fargo Advisors Financial Network (FiNet)....More
Raymond James & Associates, the branch-based arm of the brokerage and investment firm Raymond James Financial, said on Wednesday that it had hired Andy Waldbaum of Bank of America's Merrill Lynch to head its Beverly Hills, California branch....More
Marketing is one activity advisors fret about but few do well, if at all. The same goes for social media. Vestorly, a New York City-based startup co-founded by Justin Wisz, may finally help them put some teeth into their efforts....More
As the summer winds down, WealthMangement.com asked advisors for some of the best books they’ve been taking with them on those trips to the beach or on family vacations. Here's seven fun and practical recommendations.
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?...More
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More