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The move is the latest in a series of departures from the wirehouses to smaller independent firms.
October 23 -
Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.
October 20 -
Clients are looking to be reassured about the security of their data.
October 19 -
The firm is continuing its recruiting push by adding a new team in southeast Georgia.
October 18 -
The father of the $141 million team worked for Raymond James for 12 years.
October 16 -
See which firms took in the most revenue last year amid an industry-wide slump.
October 13 -
Capitol Securities Management says it wanted a partner with more retail brokerage experience.
October 12 -
The recruits are a boost to the growing regional firm's footprint.
October 10 -
Ex-Merrill Lynch brokers are joining the firm as it looks to grow in the Northeast.
October 10 -
The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.
October 6 -
Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.
October 5 -
For young advisors, coping with the emotional ups and downs of the business is a big hurdle, says Raymond James Complex Manager Tony Barrett.
October 5 -
Independent and regional firms have been maintaining strong appeal with new recruits.
October 3 -
A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.
October 2 -
When experienced advisors mentor new planners, they transform the profession in the process.
October 2 -
A new breed of combination life insurance and long-term care products is making it easier for middle-income Americans to secure coverage.
September 28 -
Regional firm’s Miami branch marks continued southeastern expansion.
September 26 -
"This is a window for these regional firms to really explode," says Rob Blevins, a recruiter in Dublin, Ohio.
September 26 -
Patrick O’Donovan will focus on recruiting new talent and helping advisors with succession planning, he says.
September 25 -
The husband-and-wife team say their new employer reminded them of their first firm, Smith Barney.
September 21

















