The trio formed Raintree Wealth Partners in Scottsdale, Arizona
Financial advisers showing their political colors on social media should be prepared to suffer the consequences, which are rarely positive. Hosts Jeff Benjamin and Bruce Kelly also discuss the drop-off in broker recruiting, whether bonds still make sense, a bad broker, and how New York might recover from the Covid-19 beat down.
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
The eight-person Longo Group is based in Slidell, Louisiana
Entertainment will play big part in the firm’s ConnectEd conference
The head of PCG Advisor Inclusion Networks at Raymond James describes her experience with diversity and inclusion in the workplace
This week’s episode kicks off with a look at Merrill Lynch’s headache trying to manage broker trainees who are learning to cold call from home. Hosts Jeff Benjamin and Bruce Kelly also discuss how Morgan Stanley will absorb the ETrade custody business, the realities of buffered ETFs, the driving force behind RIA consolidation, and the incredible access to industry execs in the age of Covid.
Stabler Wealth Management is based in Bellevue, Washington
Since May, 14 ESG ETFs and mutual funds have pushed ahead of the S&P 500
The executive has led the firm's national sales and consulting
