Raymond James

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  Raymond James, Janney Nab More Morgan Stanley, Merrill Reps

  By Janet Levaux, AdvisorOne  |  June 19, 2013

  There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say.

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  Palaveev: First Allied Sale Part of a ‘Second Wave’ of Investment

  By Janet Levaux, AdvisorOne  |  June 18, 2013

  Philip Palaveev discusses what the interest of private-equity investors like Nicholar Schorsch means for independent broker-dealers.

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  Wells Nabs 9 Reps From Morgan Stanley, Merrill and RBC

  By Janet Levaux, AdvisorOne  |  June 14, 2013

  Raymond James recruits one Morgan advisor, while LPL affiliate U.S. Wealth Management hires a Pershing exec.

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  12 Best & Worst Broker-Dealers: Q1 Earnings, 2013

  By Janet Levaux, AdvisorOne  |  May 30, 2013

  Several large firms are turning around their operations, but others still face performance issues.

• Raymond James Hosts Confab

  By Janet Levaux, AdvisorOne  |  May 28, 2013

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  Financial Planning: Art or Science?

  By Michael Finke  |  May 28, 2013

  Good financial planning, like intelligent art, requires an understanding of science.

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  Becoming Fluent in Client Negotiation

  By Jane Wollman Rusoff  |  May 28, 2013

  Experts advise on how advisors can take talking with clients to the next level.

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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.