Displaying 166 results
Raymond James CEO balks at high price of RIAs
'The biggest change in the competitive landscape has been RIA roll-ups that pay prices that we can't quite figure out,' Paul Reilly says.
Raymond James adds $160M advisor from Edward Jones
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Raymond James’ Reilly sees comp soar in 2023
Total compensation for the IBD's CEO hit $34.9 million in the company's fiscal year ended Sept. 30.
Raymond James nabs two wirehouse advisors in South Florida
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
Raymond James nabs California advisor from Morgan Stanley
Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.
Husband and wife managing $260M join Raymond James from Edward Jones
Virginia-based advisors says it was a hard decision to switch after two decades.
Raymond James taps Perry to lead advisor recruiting
"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.
Raymond James adds $287M AUM wirehouse team in Guam
Two advisors join the firm's employee advisor channel.
North Carolina advisor takes $140M practice to Raymond James
The advisor joins the firm's independent channel from Edward Jones.
Raymond James partners with 55ip on tax management enhancements
Services such as rebalancing and tax-loss harvesting will be available on Raymond James' managed accounts platform.
$500M Louisiana team joins Raymond James
The five advisors will operate as Meyer Rotolo Wealth Management.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
Raymond James adds $335M team from Edward Jones
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
Raymond James adds $2.6B team from Securian
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
What clients want you to know about transferring wealth to their heirs
Raymond James poll reveals the priorities of handling intergenerational wealth transfers.
Raymond James adds $300 million advisor from Merrill
Burdette Park will launch eponymous firm in Louisville, Kentucky.
$205M advisor duo joins LPL from Raymond James’ Fulton Financial Advisors
The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.
Everyone is offering incentives — Raymond James
Fee discounting has started. Is this the end of a 'golden era'?
Raymond James welcomes $250M AUM Edward Jones team as independents
The team will establish a new SilverTree Wealth office in Tucson, Arizona.
Raymond James signs up Merrill advisor managing about $360 million in assets
Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.
