Dick Averitt

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

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

  The election, the Supreme Court ruling on Obama's health care law, and tax and deficit issues at year-end will keep markets volatile, attorney Andy Friedman says.

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  Raymond James Execs Aim to Reassure Advisors About Merger

  By Janet Levaux, AdvisorOne  |  May 22, 2012

  At the Raymond James independent-advisor confab, Scott Curtis and other executives told prospective new affiliated reps to expect transition and other services to remain steady.

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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.

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

  By Janet Levaux  |  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  |  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.

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  Raymond James Adds HNW Advisor From UBS

  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.

• RJFS Introduces Changes in Fees, IT, Retirement Services & More at Confab

  By Janet Levaux, AdvisorOne  |  June 1, 2011