Are Financial Advisors Failing Athletes? Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
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Previewing an address Thursday that he's set to deliver to the 1,600 advisors attending the firm's annual conference, CEO Paul Reilly said that Raymond James Financial will continue to have a big focus on technology and training going forward. He also discusses how acquisition may (or may not) factor into the company's agenda. more »
Hundreds of employees of the countrys fourth-largest independent broker-dealer were directed to head to the firms emergency backup office outside of Boston Friday morning as law enforcement officials announced a citywide lockdown. more »
Joe Duran wants United Capital to get Venti by tactically training advisors so the experience a client receives at a United Capital office in Cleveland is the same as the experience they'd receive in New Jersey. In the second of a two-part interview, Duran explains how this can work in an advisory industry that prides itself on unique approaches. Check out Part One, UUnited Capitals Aggressive Growth Planmore »