Scott Stolz

Former President

Scott Stolz, CFP, RICP, is the former president of Raymond James Insurance Group, where he leveraged his 35-plus years in the insurance and annuity business to manage the due diligence, product positioning, sales, and operational functions for annuities and life insurance distributed through Raymond James’ 8,200 financial advisors. He is also the author of "Solving the Annuity Mystery: Practical Advice for Every Advisor."

Investments

Start digging clients’ retirement savings moat now

Decisions we make during financial crises alter as retirement nears — and not always for the better.

By Scott Stolz

December 28
Annuities

Did the DoL fiduciary rule really make variable annuities cheaper?

A recent study suggests sales of "expensive" VAs fell as a result of the vacated rule. But there are other factors at play, writes Raymond James' Scott Stolz.

By Scott Stolz

October 16

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

April 19
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

April 19
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18