Raymond James Financial

Here's why holistic planning deserves another look.

The group's leader comes with 26 years of industry experience.

The new executive moved to the regional firm only seven months ago from Morgan Stanley.

Clients appreciate the depth of expertise that a practice can provide.

The three recruits joined the independent firm from Wells Fargo and Edward Jones.

How some firms bypass traditional methods and offer points and rewards programs.

Try this low-key approach with clients for maximum success.

Try this low-key approach with clients for maximum success.

Two industry veterans joined the fast growing regional brokerage firm.

"We fully expect to offer a range of options to help our clients," CEO Paul Reilly said.

Wirehouse system and supervisory failures are just the start.

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Which banks are advisers moving to? 12 recently jumped to Associated Bank, BNY Mellon, Pinnacle Bank and U.S. Bank from myriad financial institutions.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

The new recruits joined the regional firm's employee channel.

One of the new recruits was previously affiliated with Raymond James as an independent adviser for about a decade.

The planner, who oversaw $132 million in client assets while at the wirehouse, is starting out on his own with help from Raymond James, the firm said.

Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington.

The recruit also previously worked for Morgan Stanley, Merrill Lynch and RBC.