Dennis Zank

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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.

• RJ-MK Merger: It’s a Wrap

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.

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  Raymond James Completes $1.2B Deal for Morgan Keegan

  By James J. Green, AdvisorOne  |  April 2, 2012

  Raymond James says acquisition from Regions Financial will give it nearly 6,500 representatives across employee, independent BD platforms.

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  Raymond James on Morgan Keegan Deal: Reps to Come; Earnings to Go

  By Janet Levaux, AdvisorOne  |  March 22, 2012

  Company says retention of Morgan Keegan reps is 98%, which one recruiter calls ‘irrelevant’; quarterly earnings will take a hit.

• Raymond James to Purchase Morgan Keegan From Regions

  By Janet Levaux  |  February 1, 2012

  St. Petersburg, Fla.-based Raymond James Financial said on Jan. 11 that it would buy Memphis-based Morgan Keegan from Regions Financial in a $930-million stock transaction.

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  Raymond James’ Retention Deal May Help It Keep Morgan Keegan Reps

  By Janet Levaux, AdvisorOne  |  January 27, 2012

  The $300,000 production level for the awards should prove advantageous to Raymond James, recruiters and others explain.

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  Raymond James Shares Retention Deal With Morgan Keegan’s $300K FAs

  By Janet Levaux, AdvisorOne  |  January 26, 2012

  To help retain employee reps after the merger, the company goes below the industry norm of $500,000 in trailing 12-month fees and commissions.

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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  |  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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  Raymond James Adds $425M-plus FAs From Merrill, UBS and Morgan Stanley

  By Janet Levaux, AdvisorOne  |  December 20, 2011

  Seven advisors with more than $425 million in assets joined the employee channel of Raymond James in Virginia and Florida.