Dick Averitt

• 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.

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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

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  RJFS Conference: Capital-Access Focus ‘Not Optional,’ Says Helck

  By Janet Levaux, AdvisorOne  |  May 4, 2011

  Raymond James COO Chet Helck told more than 1,600 independent advisors on Wednesday that the firm was moving to help them compete with banks in retirement services, saying that capital-access accounts and services were “not optional – this is huge.”

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  RJFS Conference: Raymond James Lowering Fees, Pushing Social Media & iPads

  By Janet Levaux, AdvisorOne  |  May 3, 2011

  In his keynote speech, Dick Averitt pointed out that the independent arm of Raymond James had lowered and eliminated some fees, dropped certain trading limits and was enhancing its social-media and IT policies.

• Raymond James: 15% Growth Goal for Independent Advisors

  By Janet Levaux, AdvisorOne  |  November 1, 2010

  Speaking at the 16th annual Women's Symposium Oct. 8 in St. Petersburg, Fla., Raymond James Financial Chairman Tom James and two other executives told the...

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  Raymond James: 15% Growth Goal for Independent Advisors

  By Janet Levaux, AdvisorOne  |  October 11, 2010

  Chairman Tom James and other executives at the Women's Symposium in St. Petersburg, Fla., tell women advisors how the firm is well positioned for expansion.

• Raymond James Makes Leadership Transition: Reilly Becomes CEO; James Remains Chairman

  By Janet Levaux, AdvisorOne  |  May 1, 2010

  Raymond James Financial hosted its National Conference for Professional Development April 26-29 in Nashville, Tenn., just before Paul Reilly moved into the CEO slot. Reilly became...

• Catching up with... Dick Averitt

  By Staff Writer  |  October 1, 2008

  Raymond James Financial Services's (RJFS) national conference, in Washington in late August, drew an impressive 968 advisors. One of the hot topics at the conference...