Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Savant Capital Management and The Monitor Group say combining forces gives them a more holistic level of expertise and a retirement route for their advisors – more importantly, they aren’t giving up equity to aggregators.
Despite the focus on retaining Morgan Keegan advisors and integrating the b/d into its operations, Raymond James reported a solid recruiting quarter as well as record advisor productivity.
