WealthManagement.com Associate Editor Megan Leonhardt sat down and talked with Judith McGee of McGee Wealth Management at the Raymond James National Conference for Professional Development in Washington, D.C.
WealthManagement.com Associate Editor Megan Leonhardt talks with Mal Makin, President of the Professional Planning Group, at the Raymond James National Conference for Professional Development in Washington, D.C...
WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...
Merrill Lynch rolled out a new approach for advisors looking to help clients financially map out their retirement goals. Announced Wednesday, the Merrill Lynch Clear framework includes interactive iPad apps for advisors to use with clients client...