private client

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  Raymond James Execs Court Morgan Keegan Advisors, Staff

  By Janet Levaux, AdvisorOne  |  January 18, 2012

  Raymond James moves to assure, retain Morgan Keegan FAs, branch managers and administrative personnel.

• Raymond James Names New Advisor Execs

  By Janet Levaux, AdvisorOne  |  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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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

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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.

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  Raymond James Exec Upbeat on FA Growth, Praises Morgan Keegan

  By Janet Levaux, AdvisorOne  |  July 28, 2011

  Raymond James expects its advisor headcount to continue to expand this year, generally through the hiring of individual advisors and teams, but a merger or acquisition is not out of the question.

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  Raymond James Taps New Exec to Continue PCG Earnings Momentum

  By Janet Levaux, AdvisorOne  |  July 27, 2011

  The private-client group now has about 5,100 advisors and $278 billion in assets worldwide.