Raymond James & Associates

• 

  Raymond James Shows Morgan Keegan Effect on April Results for FAs

  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.

• Selective Standouts

  By Ed McCarthy, CFP  |  May 24, 2012

  Certain consumer companies continue to outshine their counterparts.

• 

  Raymond James Execs Aim to Reassure Advisors About Merger

  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.

• 

  Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB Team

  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.

• 

  New Hire Roundup: TD Ameritrade Institutional Welcomes Gaze

  By Marlene Y. Satter, AdvisorOne  |  April 26, 2012

  This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.

• RJ-MK Merger: It’s a Wrap

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.

• 

  Raymond James Reorganizes Employee BD Unit, Names COO

  By James J. Green, AdvisorOne  |  April 10, 2012

  Moves integrate Morgan Keegan leadership and regional directors; structure to “maintain intimacy and responsiveness,” says Raymond James’ Tash Elwyn.

• 

  Raymond James Completes $1.2B Deal for Morgan Keegan

  By James J. Green, AdvisorOne  |  April 2, 2012

  Raymond James says acquisition from Regions Financial will give it nearly 6,500 representatives across employee, independent BD platforms.

• 

  Morgan Stanley Grabs UBS Team; Loses Reps to Merrill, Others

  By Janet Levaux, AdvisorOne  |  March 30, 2012

  Threat of credit downgrade shouldn’t hurt its recruiting power, experts say

• 

  Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow

  By Editorial Staff  |  March 27, 2012

  The cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...