A trio of advisers that operates as PDX Wealth Management in Lake Oswego, Ore., and manages $285 million has affiliated with Raymond James.
The three — Matt Jung, Daniel Dunham and Kim Laird — were previously affiliated with Waddell & Reed.
Joining them are Kevin Fredrickson, the firm's head of training and planning, and Megan Layton, executive associate.
Jung had been affiliated with Waddell & Reed for 21 years, Dunham for 16 years and Laird for four years.
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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