Advisers Thomas Montz, Amanda Montz and Nathan Novotny, who managed over $350 million at BBVA Compass Investment Solutions in Mobile, Alabama, have moved to SmartBank Investment Services, a unit of SmartFinancial whose advisers are affiliated with Raymond James.
Joining with the trio in their move are three associates.
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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