Updated Thursday, March 5, 2015 as of 5:26 AM ET
As Raymond James' newest regional director, Rick Sanchez will oversee the firm's Pacific Coast operations.
by: Andrew Welsch
March 4, 2015
Raymond James & Associates tapped a former Morgan Stanley exec and RIA co-founder as regional director.
Wealth managers from separate teams moved to the wirehouse.  more »
Management roles at the wirehouse have shifted following the announced departure of a key executive.  more »
On Wall Street honors the industry's leading branch managers.  more »
A former branch manager is promoted to oversee 142 employees.  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
The March Issue is now online!


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April 22, 2015 | Plantsville, Conn.

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