Raymond James announced Monday that the Clauss & Ellison Group, a team of three advisers that had managed $670 million in assets at Merrill Lynch, has joined its employee advisor channel.
The group, which is based in Greenville, South Carolina, includes Benjamin Clauss, Doug Ellison and Brad LaRue. Two staff members, Cathy Logan and Amanda Wood, join them in the move.
Clauss had worked at Merrill Lynch for 23 years and Ellison had worked there for 27 years. LaRue started at Merrill in 2018.
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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