United Capital Financial Advisers has raided three firms, including Raymond James Financial Services, in assembling a new team to help the national RIA aggregator recruit FAs.
Here’s the lineup:
• Jim Zahradnick (right), 45, was named ...
One fan’s confidence in a tennis star leaves a charity more than $150,000 richer
To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...
Interview with David Welling, Vice President of sales, marketing and client services, for Black Diamond Performance Reporting, Jacksonville, Fla.