Finance News
$300M California Team Joins Raymond James from UBS
The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.
By NB
Mar 22, 2024
Programs to Help Life Insurance Agents Sell More in 2024
Get creative with webinars and roleplaying.
By NB
Mar 22, 2024
LPL Snags $150M Advisor from Osaic
Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.
By NB
Mar 22, 2024
J.D. Power: Investor Satisfaction Up, But Millennials Feel Skittish
About 36% of millennials with more than $1 million in investible assets said they’d probably leave their current firm in the next year.
By NB
Mar 22, 2024