Displaying 166 results
Raymond James record wealth management earnings offset declines in other businesses
Overall, the firm’s quarterly net revenue was flat compared to the prior year’s fiscal first quarter, and down 2% from the previous quarter.
Team of women managing $435 million join Raymond James from UBS
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.
Raymond James adds Tennessee team managing $832 million
The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.
Stifel adviser managing $200 million joins Raymond James team
Howard Kaplan is affiliating through indie Riegel Financial in Ohio.
Raymond James introduces data-driven actionable insights
The application, called ‘Opportunities,’ is intended to prompt adviser-client communication.
Financial advice is the midlife job that women want – but don’t know exists
In the past two years, American women have had a collective epiphany: They want to trade in their current careers for something different and better.
Edward Jones rep goes indie with Raymond James
Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.
Merrill team managing $160 million joins Raymond James
Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
3 questions owners should consider before hiring a junior adviser
A successful job offer will not only win the candidate, but lay out a sustainable vision for the future.
Raymond James launches professional network for veterans
The Veteran Financial Advisors Network supports vets in developing their businesses and careers.
Northwestern team switches to Raymond James
The group at Sovereign Wealth Strategies Group manages $200 million in Colorado Springs, Colorado.
After leaving Raymond James, Concurrent taps Fidelity as top choice for custody
The $13 billion breakaway, formerly a giant branch with Raymond James, is allowing clients the options to custody assets with Charles Schwab & Co. as well.
Raymond James shares pop on strong wealth management earnings
The firm reported 8,681 financial advisers at the end of September, an increase of 199 compared to the same time last year.
Baird team managing $2.9 billion jumps to Raymond James
The eight-adviser group, which operates as The Wise Investor Group of Raymond James in Reston, Virginia, joins the firm's employee channel.
Four Raymond James reps managing $375 million go indie with LPL
The managing partners of The Albany Group, which is based in Decatur, Alabama, use LPL's services for breakaway brokers.
Billion-dollar Merrill team joins Raymond James
Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.
Advisers and clients slammed by Hurricane Ian
Florida, full of retirees looking for sunshine and low state taxes, is also densely populated with financial advisers.
Raymond James rolls out private wealth designation
The program offers six months of training in how to attract and work with high-net-worth and ultra-high-net-worth clients.
Team managing $250 million at Edward Jones joins Raymond James
Samuel Bates, Darin Frandsen and Adam Fluckiger set up shop at North Rim Financial Group in Saint George, Utah.
Raymond James expands education program with new Tech Savvy track
Financial advisers will receive advanced training on integrated practice management platforms.
