Keith Haller and Cory Shepard, who managed $327 million at Edward Jones in Kirkland, Washington, have created the Haller and Shepard Capital Group and affiliated with Raymond James.
Haller and Shepard are joining Raymond James Financial Services, the firm’s independent adviser channel.
Haller had been with Edward Jones for 24 years and Shepard for 16 years.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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