Chet Helck

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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.

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  New Hire Roundup: TD Ameritrade Institutional Welcomes Gaze

  By Marlene Y. Satter, AdvisorOne  |  April 26, 2012

  This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.

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  Raymond James Rolls Out High-Net-Worth Credit Line

  By Janet Levaux, AdvisorOne  |  March 13, 2012

  Advisors have already made 72 of these new loans as an alternative source of liquidity in recent weeks, the company says.

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  Raymond James Upbeat on Morgan Keegan Retention After Visits

  By Janet Levaux, AdvisorOne  |  February 21, 2012

  The company also says it's raised nearly $360 million for the deal through a recent public offering.

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  Raymond James Signals Big Push on RIAs, Names Van Law to Head IAD

  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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  Raymond James Execs Court Morgan Keegan Advisors, Staff

  By Janet Levaux, AdvisorOne  |  January 18, 2012

  Raymond James moves to assure, retain Morgan Keegan FAs, branch managers and administrative personnel.

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  Raymond James to Buy Morgan Keegan for $930 Million

  By Janet Levaux, AdvisorOne  |  January 12, 2012

  The final purchase price is tied to the retention of advisors, while the overall deal includes special provisions related to legal issues and costs.

• Raymond James Names New Advisor Execs

  By Janet Levaux, AdvisorOne  |  December 26, 2011

  Raymond James named a new executive to run its independent-advisor channel as Dick Averitt prepares to retire, and the company also announced a new head for its employee-advisor channel as Dennis Zank moves into the COO slot at the parent company.

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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  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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  Raymond James Taps New Heads of Independent, Employee Units

  By Janet Levaux, AdvisorOne  |  November 28, 2011

  Raymond James said Monday that it named a new executive to run its independent-advisor channel and a new head for its employee-advisor channel.