Raymond James Adds Retirement Plan Option for Small Business Owners

Published on September 16, 2026

The move by Raymond James follows a trend of wealth managers offering their advisors an in-house small-business retirement plan for clients.

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The Philanthropic Specialist Is Less a Competitor Than a Secret Weapon

September 16, 2026
Clients value advisors who are knowledgeable about philanthropy as well as those who collaborate with philanthropic specialists when deeper expertise is needed. Advisors who coordinate deliberately with specialists, rather than working around them, are best positioned to meet those expectations.

Former Advisor Gets 7 Years for $10M Fraud

September 16, 2026
Ejiroghene Okuma embezzled funds from an elderly client’s accounts while working at Edward Jones and Equitable, using the money to buy a mansion and a country club membership.