Glenn Israel, who managed $213 million at Edward Jones in Munster, Indiana, has set up his own firm, GFI Wealth Partners, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
Israel began his career at Merrill Lynch in 2004 before joining Edward Jones 13 years ago, Raymond James said in a press release Monday.
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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