Industry

The advisors managed more than $225 million in combined client assets.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

One departing practice managed $100 million in assets.

It’s hard to fight inertia. Very hard.

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

Here are questions the agency has been asking.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

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