Tash Elwyn

• Raymond James-Morgan Keegan Fully Integrated

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Raymond James said in early March it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems, and the Morgan Keegan brand had been retired.

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  Raymond James’ New Comp Grid Wins Praise

  By Janet Levaux, AdvisorOne  |  January 25, 2013

  Experts say its impact on reps should be "neutral," but could have a surprising upside for some reps.

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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, Wells Fargo Grab Morgan Stanley Teams

  By Janet Levaux, AdvisorOne  |  August 13, 2012

  Wells’ FiNet also adds a team from Citizens Bank, as MSSB sees an IT exec depart, as well.

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  LPL, Baird Stage Major Volunteer Projects

  By Janet Levaux, AdvisorOne  |  June 29, 2012

  Raymond James plans a large community-focused effort for August.

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  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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  Raymond James Reorganizes Employee BD Unit, Names COO

  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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  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.

• Raymond James Courts Morgan Keegan FAs

  By Janet Levaux, AdvisorOne  |  February 24, 2012

  Executives at Raymond James and Morgan Keegan say they expect the majority of Morgan Keegan’s roughly 1,000 employee advisors to stay with the firm after the merger is complete, despite some recruiters’ claims that the transition package being offered FAs isn’t enticing enough.

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  Raymond James Expects Morgan Keegan Reps to Stay

  By Janet Levaux, AdvisorOne  |  February 3, 2012

  Executives at Raymond James and branch managers at Morgan Keegan say the retention deal is a good one, though recruiters remain skeptical.