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Discipline, esprit de corps and a detailed playbook for advisors provided the growth engine for the enterprise.

RBC CEO David McKay discusses plans to provide more clients with banking relationships while the firm announces a reorganization of its U.S. wealth management division next year.

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk. That is, unless financial advisors make it a priority to address this topic sooner rather than later.

Jeff Junior is founder and CEO Trajan Wealth, headquartered in Scottsdale, Arizona. After completing his military service in the United States Marine Corps, he started his career in the financial industry in 1999. In 2012, he founded Trajan Wealth. An active member of the National Association of Insurance and Financial Advisors (NAIFA), he frequently hosts public educational workshops in the greater Phoenix community. Trajan recently became multicustodial, adding Axos Advisor Services to help spur the firm's growth.