Raymond James

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  Don’t Sell in May, Says Raymond James Strategist

  By Janet Levaux, AdvisorOne  |  April 29, 2013

  Raymond James Chief Investment Strategist Jeffrey Saut tells advisors that the strong market should continue for several months.

• FA Satisfaction as Measured by J. D. Power

  By Janet Levaux  |  April 29, 2013

  Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.

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  Raymond James Tops Estimates on Strong Sales in Early ’13

  By Janet Levaux, AdvisorOne  |  April 24, 2013

  Net income for the quarter ending March 30, though, dropped from the prior quarter.

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  Raymond James Execs on IT: ‘Can’t Slow Down’

  By Janet Levaux, AdvisorOne  |  April 24, 2013

  Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.

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  Raymond James Not Feeling Acquisitive, CEO Says

  By James J. Green, AdvisorOne  |  April 24, 2013

  Paul Reilly says acquisition of Morgan Keegan was a “good experience,” but doesn’t see “a lot of opportunities” for future deals.

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  Raymond James Upbeat on Regulation

  By Janet Levaux, AdvisorOne  |  April 23, 2013

  Private Client Group CEO Chet Helck says much work lies ahead for advisors and the industry groups representing their interests on Capitol Hill.

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  Raymond James IBD Kicks Off Big Texas Confab

  By Janet Levaux, AdvisorOne  |  April 22, 2013

  “Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.

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  J.D. Power & Advisor Satisfaction: Behind the Numbers

  By Janet Levaux, AdvisorOne  |  April 16, 2013

  While the results reflect a small number of advisors, they point to important trends that BDs ignore at their own peril, experts say.

• Raymond James-Morgan Keegan Fully Integrated

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Raymond James said in early March it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems, and the Morgan Keegan brand had been retired.