Raymond James Rewired Advisor Support Before Its Recruiting Boom
Raymond James promoted Doug Brigman and Michelle Lynch as advisor support became central to recruiting, succession, fee-based growth and practice scale.
Cetera Added A Schwab And Fidelity Veteran. The Bigger Story Is RIA Choice
Cetera named Paul Polese to lead RIA Blueprint, strengthening its RIA and branches strategy as advisors demand more affiliation choice.