Raymond James has launched Veteran Financial Advisors Network, a professional group that supports service veterans in the development of their businesses and careers at the firm and helps other veterans and military family members discover opportunities in the financial services industry.
The group was founded and is led by financial advisers who make up the network’s advisory council, which holds the responsibility of supporting, recruiting and uplifting other veteran advisers as well as spearheading initiatives for the network, the firm said in a press release Monday.
The group provides access to customized skills programs, development opportunities and mentorships. The network’s initiatives include outreach to veterans who are considering their next move after separation or discharge to share information about how their skills can translate to a successful career in the financial advice profession. Its member advisers also give back to veterans and military family members through philanthropy and volunteerism in their local communities.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
