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By Janet Levaux, AdvisorOne |
May 25, 2012
The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.
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By Janet Levaux, AdvisorOne |
May 24, 2012
The combined advisor force generated more than $250 million in total fees and commissions with Morgan Keegan FAs adding nearly 25% boost.
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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.
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By James J. Green, AdvisorOne |
May 22, 2012
The election, the Supreme Court ruling on Obama's health care law, and tax and deficit issues at year-end will keep markets volatile, attorney Andy Friedman says.
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By Janet Levaux, AdvisorOne |
May 22, 2012
At the Raymond James independent-advisor confab, Scott Curtis and other executives told prospective new affiliated reps to expect transition and other services to remain steady.
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By James J. Green, AdvisorOne |
May 22, 2012
“Why,” asked a noted advisor, “is there not more of a buzz about these regulatory changes that will affect all our lives?”
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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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By Janet Levaux, AdvisorOne |
May 16, 2012
Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
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By Janet Levaux, AdvisorOne |
May 16, 2012
The wirehouses, top IBDs and associated players serving advisors had their earnings fall as much as 718% and improve up to 13% in Q1—AdvisorOne selected 10 to spotlight.
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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.