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Investment Advisor
April 2008
James J. Green
Deep Bench To offer wealth management services efficiently, you need strong performers in your corner. mark for My Articles similar articles
Registered Rep.
June 1, 2006
John Churchill
Life After Tom After 36 years as CEO of Raymond James Financial, 63-year-old Thomas James may one day soon have time to improve his golf game. mark for My Articles similar articles
On Wall Street
March 19, 2013
Bill Willis
Recruiter's Tour of Raymond James Morgan Keegan employees were required to make a home office visit after their firm was acquired by Raymond James. mark for My Articles similar articles
Financial Planning
May 1, 2010
Marion Asnes
40 Years of Tom James When Tom James became CEO of Raymond James in 1970, the Dow Jones Industrial Average was in the low 800s. He's had quite a ride. mark for My Articles similar articles
On Wall Street
April 1, 2013
Mason Braswell
Raymond James' New Breed Pushes Ahead After Morgan Keegan Acquisition The acquisition of Morgan Keegan added hundreds to Raymond James wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition. mark for My Articles similar articles
Registered Rep.
January 23, 2009
Halah Touryalai
Raymond James Lookin' Good--But For How Long? The folks at Raymond James have something to smile about -- the company posted positive numbers for the first quarter of fiscal 2009, and managed to beat some analysts' expectations. mark for My Articles similar articles
On Wall Street
February 1, 2012
Konish & McMorris
Raymond James Rising Raymond James & Associates struck a deal with Regions Financial to buy its Memphis-based Morgan Keegan unit for $930 million. mark for My Articles similar articles
On Wall Street
July 1, 2009
Frances A. McMorris
The Lure of Independence After 14 years as a Merrill Lynch financial advisor, Jason DiLauro set himself up as an independent through Raymond James Financial Services four miles from his previous office. mark for My Articles similar articles
Registered Rep.
April 21, 2011
Diana Britton
Raymond James Adds Assets, Loses Advisors Raymond James Financial's Private Client Group led the firm's growth in the second quarter. mark for My Articles similar articles
On Wall Street
September 1, 2008
Donna Mitchell
Which Firms Leave Clients Most Satisfied? It's easy to call clients in good markets, but more important to call them when times are bad. mark for My Articles similar articles
On Wall Street
June 1, 2013
Braswell & Konish
Leaders: Ranking the Top Wirehouses and Regional Broker-Dealers This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs. mark for My Articles similar articles
Registered Rep.
July 22, 2010
Christina Mucciolo
Raymond James Financial and Wells Fargo Retail Brokerage Units Hang In There A report on earnings from two major financial firms. mark for My Articles similar articles
On Wall Street
February 1, 2013
Mason Braswell
Connecting with Clients Could Lead to Opportunity Firms are partnering with their advisors to help mid-market business owner clients retire. mark for My Articles similar articles
On Wall Street
September 1, 2009
Helen Kearney
What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth. mark for My Articles similar articles
Investment Advisor
November 2005
Kathleen M. McBride
Gender Gains Women at work in the financial industry -- especially the independent advisor community -- are a force to be reckoned with. mark for My Articles similar articles
Financial Advisor
November 2009
Raymond Fazzi
Tales Of Breakaway Brokers Fridays on Wall Street not only signal the end of the workweek. For many breakaway brokers, the day marks the end of their wirehouse careers. mark for My Articles similar articles
Registered Rep.
October 20, 2011
Diana Britton
Raymond James Posts Flat Earnings, Record Advisor Productivity in Fiscal Q4 CEO Paul Reilly said the private client group had strong performance driven by record advisor productivity. mark for My Articles similar articles
Registered Rep.
February 24, 2012
Diana Britton
Some Morgan Keegan FAs Eager for Raymond James' Social Media Tools For some Morgan Keegan advisors, Raymond James is dangling a fairly tasty technological carrot: Immediate access to an advanced social media content, archiving and distribution platform. mark for My Articles similar articles
On Wall Street
June 1, 2011
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. mark for My Articles similar articles
On Wall Street
January 1, 2011
Mike Byrnes
Pulling Out All Stops Since 2008, the financial services industry has taken a beating-not just in assets under management and performance, but in reputation, as well. mark for My Articles similar articles
Financial Planning
October 30, 2006
Elizabeth O'Brien
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning. mark for My Articles similar articles
Registered Rep.
April 24, 2009
Halah Touryalai
Raymond James Takes a 2Q Hit -- But Gains Retail Advisors Raymond James Financial posted dismal overall earnings for the second quarter, but its private client group appears to be a bright spot. mark for My Articles similar articles
Registered Rep.
April 2, 2012
Diana Britton
It's Official: Morgan Keegan Advisors Now Work for Raymond James The next step in the integration process will be to roll out Raymond James' products and services to Morgan Keegan advisors. mark for My Articles similar articles
Registered Rep.
February 13, 2012
Jerry Gleeson
Raymond James Ramping Up Its RIA with New Leadership, Investment The new president, Bill Van Law, said the company plans to make a significant investment in the business in the months ahead. mark for My Articles similar articles
Registered Rep.
January 1, 2008
Top 50 Independent B/D Advisors Our list of the top broker/dealer advisors. mark for My Articles similar articles
Registered Rep.
July 21, 2011
Diana Britton
Raymond James Rep Count, Assets Up Amid Tough Recruiting Environment Raymond James Financial's private client group added 20 advisors and reported a $3 billion boost in client assets. mark for My Articles similar articles
On Wall Street
January 1, 2012
Who's News UBS AG has named Robert J. McCann chief executive of UBS Group Americas... Raymond James shifted its leadership team ahead of the expected departure of Raymond James Financial Services Chairman and CEO Dick Averitt next year... more... mark for My Articles similar articles
Registered Rep.
November 14, 2011
Diana Britton
Raymond James Hopes New Training Program Will Appeal to Women Bob Patrick, director of education and development for Raymond James, said the industry has become more relationship- and planning-oriented, rather than product-oriented, and this model fits well with how women work. mark for My Articles similar articles
On Wall Street
January 1, 2009
Kearney et al.
The Power Players It's shaping up to be a challenging year for the wirehouse world. From Washington to Wall Street, see who we think will have the most influence on the industry as it battles through the down market. mark for My Articles similar articles
Registered Rep.
May 31, 2013
Megan Leonhardt
The Guru Bella Allaire understands the best technological tools are the ones you notice the least. Her work at Raymond James is using technology to bring clients and advisors closer together. mark for My Articles similar articles
Registered Rep.
April 5, 2012
Diana Britton
Raymond James Reminds New $4 Million Team of Wheat First Days John Lynch, who leads the team, said Raymond James' "regional" feel reminds him of his days at Wheat First Butcher Singer, which he joined about 14 years ago. mark for My Articles similar articles
Financial Advisor
June 2008
Tracey Longo
Swimming Upstream California investment advisor John Threlkeld has been working diligently to serve wealthier and wealthier investors, even purchasing two other advisors' practices and turning all but his top clients over to a junior planner. mark for My Articles similar articles
Registered Rep.
October 22, 2003
Will Leitch
Hard Words from Tom James for After-Hours Traders Investors angry about mounting evidence of mutual fund trading irregularities have nothing on Raymond James chairman and CEO Tom James. "It's fraud, plain and simple," James says of the after-hours and market-timing trading practices exposed in investigations by Eliot Spitzer. mark for My Articles similar articles
Registered Rep.
May 1, 2012
Diana Britton
Comings & Goings: May 2012 Raymond James named Erik Fruland as chief operating officer... M. Kitces has been named a partner at Pinnacle Advisory Group... Matt Lynch has landed at Tiburon Strategic Advisors... mark for My Articles similar articles
Financial Planning
September 1, 2008
Letters to the Editor Letter to the Editor: Raymond James responds to "Be Careful What You Wish For"... mark for My Articles similar articles
Financial Planning
March 1, 2012
Mitchell et al.
Hot Topics Raymond James Financial names Van Law president of RIA division... European countries join U.S. effort to join tax cheats... Younger investors less optimistic about retirement... more... mark for My Articles similar articles
Registered Rep.
June 1, 2006
John Churchill
iPods and Jobs at Raymond James Raymond James Financial Services, is handing out iPods to good recruiting prospects. mark for My Articles similar articles
Financial Advisor
June 2007
Raymond Fazzi
Follow The Money Broker-dealers sum up the future of advisory services in two words: rich folks. mark for My Articles similar articles
Investment Advisor
March 2010
Changes Personnel moves: Schwab Advisor Services executive David Welling joins Black Diamond... William Warmington joins Raymond James as a senior analyst... Securities and Exchange Commission announces appointment of Thomas Sporkin... more... mark for My Articles similar articles
Registered Rep.
April 1, 2014
Mindy Diamond
Culture: Hard to Define, Impossible to Ignore Advisors looking to compare and contrast their own firm to others, often see all similarly situated firms as one and the same. A firm's culture is the one thing that is not a commodity. mark for My Articles similar articles
On Wall Street
February 1, 2012
Who's News New hires for Merrill Lynch Wealth Management, Morgan Stanley Smith Barney, UBS Wealth Management, and Raymond James. mark for My Articles similar articles
Registered Rep.
November 1, 2007
America's Top 100 Independent Advisors A list of the Top 100 independent broker/dealers in the industry, ranked by assets under their management. mark for My Articles similar articles
Financial Advisor
February 2010
Sherri Scordo
Frontline News Financial Services News: Branch Managers Break Away To Independence... Call For Fiduciary Standard Unites Disparate Forces (Sort Of)... Independent Contractor Status Under Review... Retirement Planning Industry To Be A Top Performer In New Decade... more... mark for My Articles similar articles
Investment Advisor
June 2009
Changes People on the move: Debbie McWhinney head of Citi Personal Wealth Management... Lynn Turner named senior advisor and managing director in the forensic accounting practice of LECG... Dennis Klaeser recently joined Raymond James... more... mark for My Articles similar articles
Financial Advisor
March 2012
Raymond James Hedges Bets Raymond James Financial Services CEO Dick Averitt related a story of how the independent contractor grew from a relatively small base 25 years ago to the largest part of the brokerage firm's business today. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Kristen French
Ducking the VA Storm Raymond James outlined plans to cut fees and commissions, and remove some conflicts of interest in variable annuity marketing. The broker/dealer has notified insurers that if they wish to sell on its platform they must adhere to new design requirements. mark for My Articles similar articles
On Wall Street
May 1, 2011
Who's News News from UBS Wealth Management, Stifel Nicolaus, and Raymond James. mark for My Articles similar articles
Financial Advisor
December 2006
Tracey Longo
Women's Work To get constant feedback from women producers on what they need and want to work smarter, Raymond James formed a 12-member Women's Advisory Council that assists the firm in building out its programs and resources for women. mark for My Articles similar articles
Registered Rep.
April 27, 2011
Diana Britton
Poll: Do Recruiters Promise Too Much? A former Raymond James advisor recently filed suit against the broker/dealer claiming an internal recruiter misrepresented the support, technology and compensation the firm could deliver. mark for My Articles similar articles
Registered Rep.
July 24, 2009
Christina Mucciolo
Raymond James Q3 Earnings Down But Retail FA Recruiting A Bright Spot Raymond James is experiencing a rush of interest from apparently disgruntled wirehouse advisors. mark for My Articles similar articles