Graison Dangor

Target-date funds can help risk-averse young clients ease into investing.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

One advisor has more than three decades of experience in the business.

One departing practice managed $100 million in assets.

Several of the new recruits had spent more than a decade with Questar.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

The IBD last recruited a practice from Cetera in October.