Industry

Does the advisory industry need yet another risk assessment tool?

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.

Tim Sloan, who rose to CEO in October, received $12.83 million, up from the $11 million he got as COO for 2015, according to a regulatory filing.

The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.

The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.

The new hires join the regional BD from Baird.