Two advisory teams in Idaho, collectively managing $648 million, have joined the employee channel of Raymond James.
Christine Satterfield and Harry Tharp managed $341 million at Wells Fargo in Boise, Idaho. Satterfield began her career 24 years ago with Merrill Lynch and moved to Wells Fargo in 2008. Tharp also began his career at Merrill Lynch, moved to Morgan Stanley in 2005 and to Wells Fargo in 2011.
The mother and son duo of Linda Sterling and Greg Fairfield managed previously $307 million at UBS Financial in Ketchum, Idaho. Sterling, who began her career at Merrill Lynch in 1987, worked at RBC Capital before moving to UBS. Fairfield joined UBS in 2008.
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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