Mark Anderson and Tiago Lima, whose team manages $200 million in Colorado Springs, Colorado, has switched their affiliation from Northwestern Mutual to Raymond James.
Their Sovereign Wealth Strategies Group includes eight planners and associates. Anderson and Lima had been with Northwestern Mutual for 10 years. The team provides wealth management to support their clients, which include military service members, veterans and their families in addition to business owners, corporate executives and retirees, Raymond James said in a press release.
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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