Raymond James has added to its employee advisor channel a longtime CUSO Financial Services advisor in Pasadena, Calif., who previously managed $365 million in client assets.

Advisor Russell Cappelen and practice business manager Diane Nelson joined Raymond James & Associates, the firm's employee advisor channel, in Vero Beach. Their Cappelen Wealth Management of Raymond ...

Elwyn sat down with Financial Planning to discuss Raymond James' recent decision to stop reporting quarterly advisor headcounts, how firms seeks to "retain" advisors rather than "detain" them and ...

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves ...

A federal judge in South Dakota has denied a motion by Pioneer Bank to dismiss a lawsuit brought by former employee Andrew ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

Mary Clements Evans latest book explores the emotional drivers behind financial decisions, offering readers a fresh perspective on managing money. Evans, a certified financial planner® with decades of ...

Emotionally Invested by Mary Clements Evans is released with Forbes Books. New York (March 25, 2025)—Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning, by Mary ...

Stifel Financial recruited a former Raymond James Financial financial advisor team that oversaw $1.35 billion in client assets. The Greer Financial Group joined Stifel in a new office in Macon, Ga.

Bank receives 5-star rating First Federal Bank of Louisiana has once again received a 5-star rating from BauerFinancial, the nation’s leading independent bank rating firm. This distinction, awarded ...