Raymond James

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  Raymond James Rolls Out Mobile App, New Websites for Clients

  By Janet Levaux, AdvisorOne  |  December 28, 2012

  The firm says it will launch more IT improvements for financial advisors and clients in the coming 12-18 months.

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  Wirehouses, IBDs Post Final Recruiting Wins, Losses of 2012

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Morgan Stanley, Merrill Lynch and other firms saw a number of advisors come and go at year end.

• Wirehouses, Others Actively Attract Reps

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  In the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.

• Total-Return Investing: The Case Stays Strong

  By Ed McCarthy, CFP  |  December 20, 2012

  While clients’ financial goals and risk tolerance tend to drive their portfolio allocation, there is a significant role for total-return investing among most investors, including those focused primarily on income or growth, experts say.

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.

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  SEC, FINRA Enforcement Roundup: Insider Trading Ring Busted; Raymond James Hit

  By Marlene Y. Satter, AdvisorOne  |  December 7, 2012

  Among recent actions taken by the SEC and FINRA were the breakup of an insider trading ring; Raymond James getting fined and censured; and proceedings over securities law violations by the Big Four accounting firms' China affiliates.

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  Morgan Stanley Nabs $5.5 Million Producers From Merrill, Barclays

  By Janet Levaux, AdvisorOne  |  December 4, 2012

  The eight financial advisors also have nearly $780 million in combined client assets

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  RJ Grabs $800K Ex-Morgan Stanley FA in West Virginia

  By Janet Levaux, AdvisorOne  |  November 28, 2012

  The advisor has been in the business since 1978 and has about $215 million in client assets

• Raymond James Hosts Women’s Symposium

  By Janet Levaux, AdvisorOne  |  November 21, 2012

  CEO Paul Reilly explained how the integration of Morgan Keegan is making Raymond James a better firm than top brass anticipated during the final session of the firm’s 18th annual Women’s Symposium.

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  Recruiting Roundup: Wells Adds 31 FAs With $3.5 Billion

  By Janet Levaux, AdvisorOne  |  November 16, 2012

  LPL, Raymond James and Securities America also grab reps from rivals.