Private Client Group

• 

  Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO Reilly

  By James J. Green, AdvisorOne  |  May 23, 2012

  Bidding to be the ‘premier alternative to Wall Street,’ Raymond James focuses on service and technology and is seeing particular recruiting success in its employee BD unit.

• 

  Morgan Stanley Grabs Three Teams, Loses 1 Advisor

  By Janet Levaux, AdvisorOne  |  May 8, 2012

  Morgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.

• 

  John Peluso: The 2012 IA 25 Extended Profile

  By John Sullivan, Advisorone  |  May 4, 2012

  It probably would have been easier just to ask John Peluso what he hasn’t done during his tenure at Wells Fargo.

• 

  Raymond James Earnings Drop on Costs of Morgan Keegan Deal

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Revenues rise 3% for the full company and 2% for the private-client operations, which now include about 5,400 advisors worldwide.

• 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.

• 

  Morgan Stanley Grabs UBS Team; Loses Reps to Merrill, Others

  By Janet Levaux, AdvisorOne  |  March 30, 2012

  Threat of credit downgrade shouldn’t hurt its recruiting power, experts say

• 

  Raymond James Grabs Two Merrill Teams in Southeast

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  A team joins the employee channel with $2.7 million in production and $853 million in assets, while the indie advisors have production of about $860,000 and total assets of $140 million.

• 

  Raymond James Clears Hurdle in Morgan Keegan Merger

  By Janet Levaux, AdvisorOne  |  February 28, 2012

  A stipulated period for certain antitrust procedures has ended early, the company says.

• 

  Raymond James Posts Mixed January Sales Data

  By Janet Levaux, AdvisorOne  |  February 23, 2012

  Assets administered by advisors and managed by the firm, though, were up both year over year and sequentially.

• 

  Raymond James’ Income Flat as Advisor Headcount Rises: Q3 Earnings

  By Janet Levaux  |  October 19, 2011

  Private-client sales for the past 12 months were nearly $2.2 billion, a 15% increase over the 2010 fiscal year.