National Financial Partners announced its acquisition of Fusion Advisor Network Thursday morning. The question is, can NFP turn Fusion’s high-end, consultative approach into higher production for its reps?
United Capital Financial Advisers has raided three firms, including Raymond James Financial Services, in assembling a new team to help the national RIA aggregator recruit FAs.
Here’s the lineup:
• Jim Zahradnick (right), 45, was named ...
To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...