Raymond James Taps Franklin Templeton Veteran For Independent Contractor Division As Advisor Support Race Intensifies
Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.
Stifel’s St. Louis Tech Cuts Reveal A Bigger Platform Pressure Point
Stifel cut some St. Louis tech jobs as record wealth results show how platform efficiency and advisor support are colliding.
Wealth Firms Keep Buying Scale. Now The Back Office Is Paying For It
Cetera’s latest job cuts and UBS’s New Jersey layoffs show how wealth firms are cutting overlap while trying to protect advisor-facing support.
EdwarJones d Is Outsourcing Support To India. The Bigger Question Is Advisor Service
Edward Jones confirmed India-based contractor support as home-office staff declined, raising questions about scale, service and advisor support.