Jim Weil

  • Raymond James Team Moves to RIA Model, Pershing

    By Janet Levaux, AdvisorOne  |  October 6, 2011

    Financial Strategy Network, a Chicago-based financial planning firm with $550 million in assets, said Thursday that it had become an RIA firm custodying its assets with Pershing Advisor Solutions and was no longer affiliated with Raymond James Financial Services.

  • Living with Dividend Cuts

    By Ed McCarthy, CFP  |  May 6, 2009

    As widely reported, it's been a tough stretch for investors who rely heavily on dividends for their retirement income. So, how can an adviser help clients replace income that's been lost to dividend cuts? Several experts share their views.

Advertisement. Closing in 15 seconds.