Private Client Group

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  Raymond James Boosts Fees, Commissions 8% in August to $250M

  By Janet Levaux, AdvisorOne  |  September 21, 2012

  These results are complemented by a 1% jump in assets to $383 billion.

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  Janney Grabs UBS Rep, Recruits 25 Advisors Year-to-Date

  By Janet Levaux, AdvisorOne  |  August 28, 2012

  The firm could finish the year with some 750 employee advisors, Private Client Group President Jerry Lombard said.

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  Raymond James Reports Mixed July Results

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  The broker-dealer’s fees and commissions dropped a bit from June, though assets remained steady.

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  Morgan Stanley Loses Manager, Reps to Janney and Wells Fargo

  By Janet Levaux, AdvisorOne  |  August 20, 2012

  As Morgan Stanley continues to cut costs and find other ways to boost results, its rivals are picking up departing branch managers and advisors.

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  Raymond James Posts First Post-Acquisition Results

  By Janet Levaux, AdvisorOne  |  July 25, 2012

  Its global advisor force is close to 6,400 with more than 900 Morgan Keegan reps on board.

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  Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—Slideshow

  By Editorial Staff  |  June 28, 2012

  In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.

• Averitt Retires as CEO at RJFS Conference

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.

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  Branch Manager’s Cowboy Call: ‘Can You Ride for the Brand?’

  By Jane Wollman Rusoff  |  June 27, 2012

  Hard-driving, competitive, goal-focused, Keith A. Vanderveen, president of the home region of Wells Fargo Advisors’ Private Client Group, does not mince words.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  As Morgan Stanley Loses Another Team, Is It ‘Under Siege?’

  By Janet Levaux, AdvisorOne  |  June 19, 2012

  Troubles, including a downgrade by Moody's, continue for Morgan Stanley.