Samuel Martin, who managed $135 million at Edward Jones in Beaufort, South Carolina, has set up his own firm, SJ Martin Wealth Management, and affiliated with Raymond James.
Martin, who had been with Edward Jones for eight years, is a graduate of The Citadel and holds a certified financial planner designation.
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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