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Ensure their contributions don't exceed the limits to avoid a penalty tax.

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

What advisory firms need to know about getting the most out of their team.

Ed Zollars, CPA, is an instructor at Kaplan Financial Education and a frequent contributor to the site Current Federal Tax Developments. With more than 30 years’ experience as a CPA and tax expert, he is a graduate of Arizona State University where he received the Moeur Award for academic achievement.

It could be the most significant update to advisor standards of conduct in years.

Brian Radin is president of Comdata's prepaid and payroll card business.

Scott Reese is chief technology officer at Harbor Retail.

Jonathan Victor is the chief information officer of Insurity. He oversees all of Insurity’s SaaS implementations and manages the build, run, and evolution of the company’s cloud platforms. He came to Insurity as part of the company’s acquisition of Oceanwide, where he began in 2005, and assumed the role of chief operating officer in 2014. Before Oceanwide, Jonathan worked as a consultant at Accenture. Jonathan is a graduate of McGill Desautels Faculty of Management with a major in management information systems and finance.

Angela Rochester is an assistant general counsel and human resources consultant for Engage PEO.

"You should buy into IPOs to hold them, because you believe in the company," James Gorman said.