Dennis Zank

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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, 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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  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.

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  RIAs With $410M in AUM to Custody With Raymond James

  By Janet Levaux, AdvisorOne  |  December 16, 2011

  Four firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.

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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.

• Raymond James Hosts Women’s Conference, Shares Growth Plans

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  (St. Petersburg, Fla.) Raymond James executives discussed a new training program, series of women’s conferences and other steps to keep the company on a “controlled growth path” during the firm’s annual Women’s Symposium held in St. Petersburg, Fla., in late September. “Most of our effort is put on...

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  Raymond James Sees Strong Fiscal Results, Doubts Bid for Morgan Keegan

  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.

• Raymond James Upbeat on Recruiting

  By Janet Levaux, AdvisorOne  |  September 1, 2011

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  UBS Adds 8 Advisors With $994 Million; Raymond James Hires 3 With $281 Million

  By Janet Levaux, AdvisorOne  |  August 30, 2011

  UBS said late Monday that it had hired eight financial advisors recently with $994 million in assets, including three from Bank of America-Merrill Lynch (BAC). Meanwhile, Raymond James said early that it added three financial advisors with a total of $281 million in assets.