James Ducharme and Michael C. Rowland, who managed $194 million at UBS Financial Services, have joined the employee unit of Raymond James in Melbourne, Florida.
The duo were joined by three in staff.
Mr. Ducharme began his securities career at Dean Witter Reynolds in 1993 and joined UBS three years later.
Mr. Rowland began his financial services career at Raymond James in 2008 before joining a relative’s practice at UBS in 2010.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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