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By James J. Green, AdvisorOne |
February 13, 2012
Former Raymond James chief BD recruiter to spearhead “renewed focus” on Investment Advisors Division.
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By Janet Levaux, AdvisorOne |
December 23, 2011
But assets under administration at the St. Petersburg, Fla.-based company dropped 1% from October.
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By Marlene Y. Satter, AdvisorOne |
December 8, 2011
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
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By Joyce Hanson, AdvisorOne |
November 2, 2011
Raymond James is using a new social media platform from Actiance that will let it use social media sites including LinkedIn, Facebook and Twitter while complying with FINRA regs.
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By Janet Levaux, AdvisorOne |
October 6, 2011
Financial Strategy Network, a Chicago-based financial planning firm with $550 million in assets, said Thursday that it had become an RIA firm custodying its assets with Pershing Advisor Solutions and was no longer affiliated with Raymond James Financial Services.
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By Janet Levaux, AdvisorOne |
September 23, 2011
As firms like Raymond James endeavor to boost the ranks of women in the brokerage business, their executives and advisors say the Sallie Krawcheck story, despite her recent layoff from Bank of America-Merrill Lynch, remains a powerful one.
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By Janet Levaux, AdvisorOne |
September 23, 2011
Advisor training is being enhanced and the women’s forum is going on the road.
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By Janet Levaux, AdvisorOne |
September 22, 2011
Executives at RJ’s annual Women’s Symposium tell AdvisorOne that they'll have a strong fiscal-year performance and are unlikely to buy Morgan Keegan as part of they're growth strategy.
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By Janet Levaux, AdvisorOne |
August 19, 2011
The $1 million producer is expected to join the independent channel of Raymond James with about $110 million in client assets.
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By Janet Levaux, AdvisorOne |
July 28, 2011
Raymond James expects its advisor headcount to continue to expand this year, generally through the hiring of individual advisors and teams, but a merger or acquisition is not out of the question.