Brokerage Report Card 2015
While advisors are reporting good news about the size of their books, they still say their firms are coming up short. From the May 2015 issue of Investment Executive newspaper.
BRC 2015: Raymond James improves significantly in 11 categories
Terry Hetherington, executive vice president and head of Raymond James’ private client group, discusses the firm’s wealth-management support for advisors, an area that saw a significant increase in advisor satisfaction in the 2015 Brokerage Report Card.