Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs. For employers, these programs can help limit their employees’ financial stress, boosting morale and productivity. And for advisors, a financial wellness program can be an effective way to grow their business and reach new clients. Casey walks through the main opportunities and challenges in this space, which is expected to become a $40 billion market in the next decade.
$425M Advisor Team Creates RIA, Join Concurrent After Leaving RJF
September 21, 2026 – FA Staff A team of financial advisors managing more than $425 million in assets has left Raymond James Financial Services to
