Raymond James Financial Services

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  Morgan Stanley Grabs Reps From Raymond James, Wells Fargo

  By Janet Levaux, AdvisorOne  |  October 31, 2012

  The three new advisors move to Morgan Stanley with more than $4 million in yearly fees and commissions and roughly $430 million in client assets.

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  A CFP’s Mission: Educate and Empower Clients

  By Jane Wollman Rusoff  |  October 24, 2012

  Growing up with five rambunctious older brothers and five frisky sisters is good enough reason why Cheryl Young excels at martial arts.

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  Raymond James COO: Fiscal Year Results to Reflect Conservative Culture

  By Joyce Hanson, AdvisorOne  |  October 11, 2012

  RJFS COO Dennis Zank positioned the firm as an antidote to out-of-control Wall Street growth for growth’s sake at the 2012 Raymond James Women’s Symposium.

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  Raymond James Makes Succession Planning Push With New Team for Advisors

  By Joyce Hanson, AdvisorOne  |  October 11, 2012

  Company’s Global Private Client Group CEO Chet Helck supports the firm's efforts to help advisors choose and groom their successors.

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  Raymond James Women Welcome Morgan Keegan, Other Advisors

  By Joyce Hanson, AdvisorOne  |  October 10, 2012

  RJ's 18th annual Women’s Symposium kickoff made it clear to women advisors from the newly acquired Morgan Keegan that they are a welcome addition.

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  What Advisors Need to Know Before Going Independent

  By Marlene Y. Satter, AdvisorOne  |  September 25, 2012

  A webinar hosted by AdvisorOne presented guidance on how advisors can decide whether to break away—and if so, some of the essentials they should know to make it a successful move.

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  How John Bogle Really Sees ETFs

  By Jane Wollman Rusoff  |  September 25, 2012

  The investment visionary, long a skeptic of exchange-traded funds, gives his candid assessment of the fast-growing field.

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  LPL Team Jumps to Raymond James, Buys a Practice

  By Janet Levaux, AdvisorOne  |  September 17, 2012

  The merged practice, based in Tennessee, should have about $150 million in assets under management.

• One Group’s Story

  By Ed McCarthy, CFP  |  August 23, 2012

  Moving from the brokerage world to independent status is a major decision that shouldn’t be rushed.