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By Janet Levaux, AdvisorOne |
May 25, 2012
The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.
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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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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.
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By Janet Levaux, AdvisorOne |
May 21, 2012
At the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.
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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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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.
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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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By Janet Levaux |
December 26, 2011
Raymond James named a new executive to run its independent-advisor channel as Dick Averitt prepares to retire, and the company also announced a new head for its employee-advisor channel as Dennis Zank moves into the COO slot at the parent company.
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By Janet Levaux |
December 16, 2011
Four firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.
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By Janet Levaux, AdvisorOne |
November 28, 2011
Raymond James said Monday that it named a new executive to run its independent-advisor channel and a new head for its employee-advisor channel.
