Steve Doucette and Collin Habig, who managed $270 million at Edward Jones, have formed Doucette Capital and affiliated with Raymond James Financial Services.
Based in Plainville, Massachusetts, the team has been joined by Louise Boissel, their registered sales assistant.
Doucette had been affiliated with Edward Jones since 2002, while Habig started his career at Edward Jones 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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