Dalton Schumacher, principal, Edward Jones Asset and Office Sharing, discusses the firm's Succession Planning initiative, a finalist in the Broker Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Shannon Reid, VP Practice Management and Education, Raymond James Financial, discusses the firm's Practice Intelligence, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.