Raymond James is still assimilating Morgan Keegan, losing 41 advisors this quarter. At the same time, client assets and advisor productivity are at all-time highs.
We’ve all heard this song and dance before; already the financial media is in a frenzy over the positive asset flows into stock funds in 2013. For the week ending Jan. 9, investors poured $7.53 billion into equity funds, and another $3.75 billion...
Last year’s second best performing asset class, the MSCI EAFE, should outperform in 2013, according to research by The Leuthold Group. But tread lightly.
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...