Raymond James Financial Services

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  Raymond James’ Curtis Voices Qualified Support for Fiduciary Standard

  By James J. Green, AdvisorOne  |  May 24, 2012

  In his coming-out as successor to Dick Averitt at Raymond James' independent contractor arm, Curtis says he would like to see better definition of an "FA-level" fiduciary standard.

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  Exploring Independence

  By Ellen Uzelac  |  May 24, 2012

  On his website, independent advisor Brian Solik bluntly describes himself as a “former Wall Street broker.”

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  Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO Reilly

  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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  6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy Friedman

  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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  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.

• 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.

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  Jinks of Raymond James on Ins and Outs of Advisor Acquisitions

  By James J. Green, AdvisorOne  |  April 5, 2012

  New head of RJ’s practice management and acquisitions operations notes one benefit of a wirehouse broker going independent: the tax consequences when he sells.

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  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.

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  Raymond James Grabs Two Merrill Teams in Southeast

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  A team joins the employee channel with $2.7 million in production and $853 million in assets, while the indie advisors have production of about $860,000 and total assets of $140 million.

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  Raymond James Signals Big Push on RIAs, Names Van Law to Head IAD

  By James J. Green, AdvisorOne  |  February 13, 2012

  Former Raymond James chief BD recruiter to spearhead “renewed focus” on Investment Advisors Division.