A team of advisers managing $250 million at BBVA have joined the employee unit of Raymond James in Birmingham, Alabama.
Peppi Talley and Jessica Hall have made the move along with adviser Fletcher Talley and client associates Kay Hughes and Lindsay Madonia.
Talley had worked 35 years at BBVA and predecessor firms Central Bank of the South and Compass Bank. Hall joined Compass in 2004.
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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