Tom Plunkett Of Raymond James Ltd

(Part 3) Tom talks with Catherine Murray about keeping clients happy by meeting expectations and good communications on BNN Bloomberg Advisor panel - http://bit.ly/2AqX7QX

My talk with Catherine Murray about “client touch” and getting timely and actionable information to clients on BNN Bloomberg Advisor panel - http://bit.ly/2TtSDSe

My talk with Catherine Murray about how to add value to clients on BNN Bloomberg Advisor panel - http://bit.ly/2DBpUX1

Jeff Saut, chief investment strategist at Raymond James, sees mid-November as the first logical place for a major market low and the beginning of a year-end rally.
Read more: https://cnb.cx/2zjhv6h

Lying to your spouse about money? You are not alone - read more here: http://bit.ly/2OlTYs0

Don’t call it retirement. Call it 'transitioning to a new chapter'. Perhaps we need to replace the word “retirement” with “transition”, a term that means movement, passage or change from one stage to another.
Read more: https://cnb.cx/2uPqo6b

11 habits to start in your 20s if you want to be a millionaire. The sooner you establish these smart money habits, the better. Read more: https://cnb.cx/2znM7qk

Here's how much you have to earn to be considered upper-class. Pew Research Center breaks down how much money you have to make each year to qualify as upper-class in America.
Read more: https://cnb.cx/2twiFs2

Read the latest from Jeff Saut in this week's Investment Strategy, "I Should Have."

Raymond James moved up 38 spots on the @FortuneMagazine 500 list this year.

How much money does it take to feel rich?
Americans overall say it would take $2.4 million to be considered "truly wealthy" but the answer also varies a lot by person.

The Realities of Remarriage. #RJPlanningPerspectives

Starting the Wealth Transfer Conversation

Ladies, start saving 20 per cent for retirement.

This chart reveals Google’s dominance over the web

These six signs will reveal your true money self.

Tax & financial planning should take place all year long, there are several actionable strategies to consider before year-end CRA deadlines. LIFE WELL PLANNED.

What is your gameplan for teaching your kids about saving, spending and earning money?