Raymond James National Conference http://wealthmanagement.com/taxonomy/term/44671/more en A Conversation with Judith McGee at the Raymond James National Conference http://wealthmanagement.com/raymond-james-national-conference/conversation-judith-mcgee-raymond-james-national-conference <div class="node-body video-body">WealthManagement.com Associate Editor Megan Leonhardt sat down and talked with Judith McGee of McGee Wealth Management at the Raymond James National Conference for Professional Development in Washington, D.C. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/conversation-judith-mcgee-raymond-james-national-conference" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/conversation-judith-mcgee-raymond-james-national-conference#comments On Location Raymond James National Conference Fri, 23 May 2014 17:18:00 +0000 567121 at http://wealthmanagement.com A Conversation with Mal Makin at the Raymond James National Conference http://wealthmanagement.com/raymond-james-national-conference/conversation-mal-makin-raymond-james-national-conference <div class="node-body video-body">WealthManagement.com Associate Editor Megan Leonhardt talks with Mal Makin, President of the Professional Planning Group, at the Raymond James National Conference for Professional Development in Washington, D.C.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/conversation-mal-makin-raymond-james-national-conference" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/conversation-mal-makin-raymond-james-national-conference#comments On Location Raymond James National Conference Fri, 23 May 2014 16:32:00 +0000 567101 at http://wealthmanagement.com Talking Succession Planning with Raymond James' Patrick Jinks http://wealthmanagement.com/raymond-james-national-conference/talking-succession-planning-raymond-james-patrick-jinks <div class="node-body video-body">WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D.C.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/talking-succession-planning-raymond-james-patrick-jinks" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/talking-succession-planning-raymond-james-patrick-jinks#comments On Location Raymond James National Conference Estate Planning Thu, 22 May 2014 20:24:00 +0000 566221 at http://wealthmanagement.com Not Sold on Impact of Robo-Advisors http://wealthmanagement.com/blog/not-sold-impact-robo-advisors <div class="node-body blog-body">Call them what you will—robo-advisors, asset-allocators—online advice platforms may provide valuable services for smaller investors, but Raymond James’ Scott Curtis isn’t sold on the idea that these sites will gobble up a major market share.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/not-sold-impact-robo-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/not-sold-impact-robo-advisors#comments Blogs Raymond James National Conference Advisor Intelligence Thu, 22 May 2014 14:59:00 +0000 565961 at http://wealthmanagement.com When Documentation Isn't Enough http://wealthmanagement.com/raymond-james-national-conference/when-documentation-isnt-enough <div class="field-deck"> Sometimes an advisor can do everything right and still leave themselves open to liability </div> <div class="node-body article-body">Sometimes an advisor can do everything right and still leave themselves open to liability. Still, the industry wins arbitrations about 60 percent of the time. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/when-documentation-isnt-enough" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/when-documentation-isnt-enough#comments Legal Raymond James National Conference Wed, 21 May 2014 20:38:00 +0000 565191 at http://wealthmanagement.com Raymond James Takes a Break from Acquisitions http://wealthmanagement.com/raymond-james-national-conference/raymond-james-takes-break-acquisitions <div class="field-deck"> The firm is looking to grow organically after its recent Morgan Keegan buy </div> <div class="node-body article-body">Don't expect Raymond James to follow Nick Schorsch's acquisition trail. CEO Paul Reilly says the firm is looking to grow organically after its recent Morgan Keegan buy. </div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> RJF </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/raymond-james-takes-break-acquisitions" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/raymond-james-takes-break-acquisitions#comments Raymond James National Conference Wed, 21 May 2014 14:03:00 +0000 564651 at http://wealthmanagement.com <p>Raymond James CEO Paul Reilly</p> Raymond James Builds New Facilities to Protect Against Cyber Threats http://wealthmanagement.com/blog/raymond-james-builds-new-facilities-protect-against-cyber-threats <div class="node-body blog-body"><p>Raymond James isn&rsquo;t kidding around about cyber security. The firm is spending $212 million a year on technology and part of that is earmarked toward protecting advisors and their clients from online threats, Scott Curtis told attendees at the firm&rsquo;s annual conference.&nbsp;</p></div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/raymond-james-builds-new-facilities-protect-against-cyber-threats" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-builds-new-facilities-protect-against-cyber-threats#comments Blogs Raymond James National Conference Advisor Intelligence Tue, 20 May 2014 21:25:00 +0000 564121 at http://wealthmanagement.com Over Half of Advisors Buying into Succession Planning http://wealthmanagement.com/raymond-james-national-conference/over-half-advisors-buying-succession-planning <div class="field-deck"> Raymond James has over 50 percent of branch managers with plans in place </div> <div class="node-body article-body">Raymond James' independent broker/dealer is making succession planning a priority for those dragging their feet, with over 50 percent of branch managers already putting plans together. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/over-half-advisors-buying-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/over-half-advisors-buying-succession-planning#comments Business Planning Raymond James National Conference Tue, 20 May 2014 15:15:00 +0000 563781 at http://wealthmanagement.com Opposition to DOL Fiduciary Gains Ground http://wealthmanagement.com/raymond-james-national-conference/opposition-dol-fiduciary-gains-ground <div class="field-deck"> Raymond James joins grassroots opposition campaign against DOL fiduciary proposal </div> <div class="node-body article-body">Raymond James Financial Services President Scott Curtis called on advisors to oppose the Department of Labor’s fiduciary proposal during the firm's annual conference on Tuesday.</div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> RJF </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-national-conference/opposition-dol-fiduciary-gains-ground" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-national-conference/opposition-dol-fiduciary-gains-ground#comments Legal Raymond James National Conference Tue, 20 May 2014 14:37:00 +0000 563651 at http://wealthmanagement.com <p><span style="font-size: 13px; line-height: 20px;">Raymond James Financial Services President Scott Curtis addresses advisors at the firm&#39;s annual conference in Washington, D.C.</span></p> Photo courtesy Raymond James