by Patrick M. Kelly | Oct 4, 2013 | CFP Board of Standards
“In the wake of controversies involving some advisors use of the term “fee-only,” the CFP Board of Standards has temporarily removed the designation from its Web site.” According to fa-mag.com reporter Karen Demasters, “The CFP Board maintains a Web site to help...
by Patrick M. Kelly | Oct 1, 2013 | Raymond James
Raymond James is looking to deliver on their objective of establishing a number of new RJA offices in the western part of the country. They currently have 10 offices in California and recently hired a former Morgan Stanley manager, David Wright, to open its first...