WealthManagement.com Associate Editor Megan Leonhardt talks with Mal Makin, President of the Professional Planning Group, at the Raymond James National Conference for Professional Development in Washington, D.C...
WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...
Sometimes an advisor can do everything right and still leave themselves open to liability
The firm is looking to grow organically after its recent Morgan Keegan buy
Raymond James has over 50 percent of branch managers with plans in place
Raymond James joins grassroots opposition campaign against DOL fiduciary proposal