Raymond James Lost A $1.3B Team, But The Bigger Story Is Recruiting Pressure
Raymond James lost a $1.3B Georgia team to Concurrent while adding advisors from Wells Fargo, UBS and Northwestern Mutual.
&Partners Hit 100 Practices. The Bigger Story Is Its Ownership Bet
&Partners reached 100 advisor practices with Mannen Financial Group, showing how ownership, equity and culture are shaping advisor recruiting.