Eight advisers who managed $2.9 billion at Baird have joined the employee channel of Raymond James in Reston, Virginia.
Simon Hamilton, Gregory Smith, David Mount, Ann Summerson, Chase Hinderstein, Matthew Anderson, Chris Aime and Nicholas Sorden, who operate as The Wise Investor Group of Raymond James, made the move, Raymond James said in a press release Tuesday.
Alongside the financial advisors are portfolio analysts Edward Holton, Kevin Haddon and Vasilios Rajendra; sales associates Matias Rodlauer, Heather Phelps, Angie Miller and Abel Chavez Lopez; and branch operations specialists Tamara Burkhalter and Brendan Hamill.
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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