Josh Bohlander

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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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  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.”

• Special Technology Articles

  By Staff Writer  |  February 1, 2008

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...