Adviser/team AUM: $56,000,000
|Firm leaving||Raymond James|
|Firm joining||Securities Service Network|
|Date||June 05, 2012|
|Source||Heather Mazzouccolo, SSN Marketing Manager|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Financial advisers need to walk clients through what-if scenarios much further down on the longevity curve than what they're including in their conversations with them today, says Jamie Price, president and CEO of Advisor Group.
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