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By Janet Levaux, AdvisorOne |
April 22, 2013
“Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.
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By James J. Green, AdvisorOne |
March 18, 2013
Model seeks to help retain Raymond James Financial advisors exploring RIA option; available to reps with $100M or more in discretionary AUM.
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By Joyce Hanson, AdvisorOne |
January 7, 2013
A Baltimore-based CFP team with $200 million in AUM and $2 million in annual production has jumped ship from Wells Fargo to join Raymond James’ IBD channel.
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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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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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By Janet Levaux, AdvisorOne |
September 17, 2012
The merged practice, based in Tennessee, should have about $150 million in assets under management.
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By Janet Levaux, AdvisorOne |
June 27, 2012
Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.
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By Knut A. Rostad |
June 4, 2012
Raymond James Financial Services' Scott Curtis makes a curious remark on the fiduciary "concept," which seems at odds with departing RJFS CEO Dick Averitt's professed principles.
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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.