04/17/2016

Raymond James Hires $2.3M Team from UBS

The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.

04/15/2016

What’s the Protocol for Non-Protocol Advisors?

Advisors moving from UBS to Morgan Stanley, from Ameriprise to HighTower, or from JPMorgan Securities to Raymond James, in all 50 states, are guided by attorneys well familiar with the document’s directives.