Raymond James Conference 2012

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  Raymond James’ Helck on Fiduciary Standard: ‘No Problem,’ but ‘Devil in the Details’

  By James J. G  |  May 29, 2012

  The head of Raymond James’ Private Client Group worries that the ’40 Act “doesn’t work” when it comes to non-discretionary accounts, so need exists to write new fiduciary rules.

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  Raymond James’ Averitt Recognized for Leadership at Conference

  By Janet Levaux, AdvisorOne  |  May 25, 2012

  The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.

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  Raymond James’ Curtis Voices Qualified Support for Fiduciary Standard

  By James J. Green, AdvisorOne  |  May 24, 2012

  In his coming-out as successor to Dick Averitt at Raymond James' independent contractor arm, Curtis says he would like to see better definition of an "FA-level" fiduciary standard.

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  6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy Friedman

  By James J. Green, AdvisorOne  |  May 22, 2012

  The election and other hot political issues will keep markets volatile, attorney Andy Friedman says.

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  Raymond James Rolls Out New Advisor Software at Confab

  By Janet Levaux, AdvisorOne  |  May 21, 2012

  At the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.