The team of James Wendling, Steven VanDerSchaaf and Clint Allaman, who managed $315 million at Morgan Stanley in Davenport, Iowa, have moved to the employee unit of Raymond James.
Wendling spent more than 30 years with Morgan Stanley and predecessor firms. VanDerSchaaf began his career in 1993 working for several firms companies in Chicago before joining a Morgan Stanley predecessor in 2001. Allaman was affiliated with Morgan Stanley since 2012.
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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