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Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3
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Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 3
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It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.
May 2
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Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.
May 2
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"Being a program manager allows me the opportunity to be the player/coach and the time to help others get better at what they do,” says Pinnacle Bank's Gary Collier.
May 2
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Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 2
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Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.
May 2
Stathis Partners -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1 -
The firm also reported record revenue and pre-tax income for the recent quarter.
April 27
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Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 25 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 24 -
The latest moves bolster the firm’s presence in the Northeast.
April 20
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Dennis Zank will continue to be affiliated with Raymond James as a financial advisor.
April 18
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The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
April 17
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"If our profession truly cares about the well-being of our clients to the extent that the profession professes, then we need to swing this pendulum in the other direction," Elwyn says.
April 13 -
Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.
April 12
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One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11
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Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.
April 10
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The newly independent advisors added a new team and are looking to bring on more practices.
April 2
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Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.
April 2
