02.08.24
Raymond James Ramps up Advisor Support With Paraplanning Service
by: Leo Almazora
Raymond James' new Paraplanning Services are designed to assist advisors in leveraging the firm’s goal planning and monitoring software tool to create detailed financial plans for clients. “Raymond James was founded on the belief that clients deserve advice that considers their entire financial picture, and that principle is still at our core today,” Frank McAleer, senior vice president of wealth planning at Raymond James, said. “Paraplanning Services are designed to help advisors more efficiently leverage and scale our robust planning capabilities.”
Read the full article on InvestmentNews