Raymond James names Kirk Bell to lead independent contractor unit
Bell starts April 1, 2027, and Raymond James also named Scott Curtis COO and said Tarek Helal becomes chief strategy officer.
The Advisor's Note
6 stories this week 58 in all, from the Advisors desk.
Latest from The Advisor's Note
BofA survey: 37% of incoming U.S. family office principals said they were very prepared
A quarter of 355 U.S. family offices surveyed had a leadership transition in the last decade.
Oct 21
Morningstar: Excluding long-term-care costs cuts U.S. retirement shortfall risk about 25%
Separate F&G and WTW surveys find 51% of pre-retirees plan semi-retirement and 36% of U.S. employees feel financially secure.
Oct 19
Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals
S&P says the fees paid to custodian partners could limit Mercer's margin expansion, the cost side of a channel the firm says supplies half its growth.
Oct 17
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