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By Janet Levaux, AdvisorOne |
February 28, 2013
Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.
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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 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 Marlene Y. Satter, AdvisorOne |
December 8, 2011
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.