Bill Willis, Founder and President of Willis Consulting, Inc, presents an insider’s look at the “home office visit” requirement for new financial advisors joining Raymond James. Making the tour himself at the headquarters in St Petersburg FL, Bill learned the firm offers five different business models with varying degrees of independence, giving advisors a great [...]
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The bidding war among the big wirehouses to recruit financial advisors who manage the assets of the “ultra rich” continues. High-end U.S. brokers are being offered two to three times the commissions and fees they produced in the previous year, a reflection of how eager big firms are to manage the assets of the very [...]