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401k vs 403b

December 14, 2023 By Michael Clark

Ending the Year Strong

November 27, 2023 By Michael Clark

Mid-Year Update

August 7, 2023 By Michael Clark

In this video, Michael provides a mid-year update on the economy.

Using Client Access

July 6, 2023 By Michael Clark

In this video, Michael provides an overview of using Raymond James Client Access & reading your statements. For further assistance, please do not hesitate to contact our team for help.

Top DC Advisor Teams 2022

March 31, 2023 By Michael Clark

Michael Clark, Certified Financial Planner at Raymond James, made the National Association of Plan Advisors’ top advisor’s list for 2022.

“The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.”

Source: https://www.napa-net.org/top-dc-advisor-teams-2022

The list is created and conducted by the National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, a non-profit association. Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. Winners are ranked based upon self-reported defined contribution Assets Under Advisement (AUA) as of 12/31/22. To be considered, nominees had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement (minimum of 100 million AUA). In 2022, there were approximately 422 submissions, and 418 were named to the list released on 3/16/2023. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with NAPA or the American Retirement Association. Please see https://www.napa-net.org/top-dc-advisor-teams-2022 for more info.

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