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What’s Keeping Rookies at Raymond James?
While typically 75 to 80 percent of new brokers burn out after year three, Raymond James is retaining 86 percent of trainees in its employee channel after two years. |
| Michael Thrasher A bank-based broker takes Citizens Bank to arbitration for failing to meet some lofty recruitment promises, and wins $1.5 million. Now others are making similar claims against the bank. |
| Sponsored by United Planners Forward-thinking Broker-Dealers offer unique exciting solutions under the “Hybrid” business model. DOWNLOAD WHITE PAPER |
| Mark Miller If your clients have health savings accounts (HSAs), that’s a question they may be asking. |
| Kevin McKinley Many families aren’t properly prepared for the financial aspect of this new chapter in their lives. Here are some things to consider before clients send their teenager off. |
| Diana Britton The two firms used to be affiliated through the same back-office provider, CapTrust Association. The merger creates a firm with $243 billion in client assets and 34 offices nationwide. |
| Bill Boersma As life spans increase, what was once an afterthought begins to come to the fore. |
| Martin M. Shenkman A recent New Jersey case highlights issues to consider. |
| Brian Emde How technology can make a difference for your firm. |
| Stephen Boswell and Kevin Nichols A subtle change in LinkedIn's search feature lets you again search a connection's connections. |
| Suzanne Woolley Bloomberg If you want to stretch your dollars as far as they can go, you need to head down south. |
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