Some 10% now have a stake in the fast-growing RIA. “We anticipate that the percentage that’s owned by employees should increase every year from now and ongoing,” Mallouk says.
Well known to many financial advisors, the long-time director of Raymond James' Advisor Choice Consulting was remembered by dozens of industry colleagues on social media Tuesday.
Join Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett and Chief Marketing Officer Susan Theder on March 25th as they share the three proven steps to developing prosperous centers of influence and professional partnerships in your community.
