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Raymond James Financial
Client won the lotto? Why they'll need help with more than just finances
Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.
The states with the most AUM
The Northeast prevails, but there's a surprise in the rankings revealed by this interactive infographic.
Advisors on the move: 37 of the biggest recent jumps
Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.
Great Western Bank's $750M program switches to Raymond James
The regional bank is looking to broaden its wealth management offerings and recruit additional financial advisers.
Record growth at Raymond James as firm adapts to fiduciary rule
"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.
$230M Wells Fargo team goes indie with Raymond James
The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.
Raymond James changes indie channel comp
Depending on business mix, some advisers could see a pay cut.
FP50 2017: Which IBDs netted the most fees?
The engine of future growth for the top independent broker-dealers is likely to be fees.
Seeking better tech, $200M Wells Fargo adviser strikes out on his own
"With 15,000 financial advisers, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.
How firms are preparing for soaring health care costs
Help could be on the way for retirement-age clients asking prickly questions about coverage options.
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