Raymond James has attracted the largest team since the firm started in 1962, with $2.4 billion in client assets, to its employee channel. The Americas Group, which has two offices in South Florida, joins from Morgan Stanley.
The team includes ...
Almost half of advisors at independent broker/dealers use social media, according to WealthManagement.com’s All-Channel Benchmarking Survey. But what about the firms themselves? With social media influencing public perception and access...
While Raymond James Financial posted record net revenues of $1.29 billion for the fiscal second quarter, up 9 percent from a year ago, the firm’s pre-tax income of $180 million was down 11 percent from the December quarter due to elevated...
As long as it takes, if the client is worth it. But expect the crucial part of the process will always be the final meeting
“Growth at our firm is about assets and revenues – not numbers of advisors,” Scott Curtis, president of Raymond James Financial Services, told attendees at the firm’s national conference in Las Vegas on Tuesday.
Advisor headcount is up abo...
The Department of Labor’s proposed fiduciary rule and anti-money laundering provisions are top-of-mind for Raymond James, Scott Curtis, president of Raymond James Financial Services, told advisors at the firm's national conference in Las Vegas on...
After Raymond James agreed to pay back clients who were wrongly sold more expensive classes of mutual funds, the firm made good on its promise, sending out checks to clients this week.
The firm is continuing to clean up from the mutual fund i...
