Raymond James has added a data-driven application to its adviser platform that takes data, information and analytics from across the firm and individual practices to deliver insights advisers can act on.
Called “Opportunities,” the app will notify advisers and prompt them to take action on important client account milestones, financial planning insights, excess liquidity and significant life events that may lead to activity, Raymond James said in a press release Tuesday.
Based on their settings, advisers can view opportunities across their entire book of business or focus on specific relationships or opportunity types.
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.
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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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