Charles Paikert

"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.

Advisors are now helping clients think about living to 100 and beyond.

Despite a challenging operating environment, the broker-dealer’s earnings soar from the previous quarter.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

"Direct-to-consumer is not our model," says Scott Curtis, president, Raymond James Financial Services.

Demand for advisory firms is growing, investment bankers say.

The rule could "very much professionalize an industry that very much needs it," says Robert Johnson, president of the planning school.

Parthemer worked with pro athletes and frequented South Beach clubs with rap stars.