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The recent tumult involving GameStop and Robinhood has raised questions about whether broader risks for the financial system are brewing.
February 3
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Robert Goff, vice president of Succession & Acquisition Consulting at Raymond James, has more than 25 years of experience in the financial services industry and with Raymond James. In his current role, he leads a comprehensive, high-touch, consultative team that assists advisors as they prepare for their business succession plans, including consulting with buy/sell arrangements, catastrophic planning, long-term planning, acquisition support and team administration. Robert is a graduate of Carleton University and earned his MBA from University of Miami.
February 3
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The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.
February 3
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The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
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The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3
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Does a poor stock pick, for instance, constitute a sales practice violation?
February 2
Foreside Financial Group -
The new hires include industry veterans and they join a growing branch in Dallas.
February 2
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The brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management.
February 2
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Growth, quality and low-volatility stock funds had one of their worst months of flows on record, while those tracking value had one of their best.
February 2
