Minneapolis—“We’ve got to make a change in our support personnel,” John explained with a rather painful expression. “My personal assistant just isn’t capable of communicating clearly with the other players on the team.” Ouch! We’ve all been there...

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Financial advisors are feeling pressure to get on the social media bandwagon. But will canned content and compliance-approved writings drain the life out of a spontaneous, free-flowing medium?

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Raymond James Financial said it is moving its registered investment advisor unit out of Raymond James Financial Services, its IBD division, and setting it up as a separate division with its own president. The new president, Bill Van Law, said t...