The First National Bank of Bemidji has chosen Raymond James as the third-party marketer for its wealth management group.
The bank has recently begun to focus on ways to grow its program more aggressively by adding both clients and advisors, said Tom Welle, president and chairman of the bank, in a press release. And Raymond James offers the types of financial planning, estate planning and trust services that can help the bank achieve those goals, he said. In addition, he said the bank was "impressed by the firm’s technology, particularly its client-facing technology, which appears to be far superior to our previous third-party marketer."
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