Displaying 156 results
Veteran dealmaker Nesvold lands at Emigrant Bank
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
$450M team joins Raymond James from Merrill
The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
Raymond James indie channel is next step for $123M advisor
Latest addition continues 2024 run of advisors joining the firm.
A nomination makes someone feel ‘more included,’ manager says
Nominations for the InvestmentNews Awards close on March 1.
Raymond James adds to talent pool with Morgan Stanley hire
The seasoned advisor brings more than two decades of industry experience.
Alex David jumps to Raymond James from Stifel
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
Private equity returns have slumped, says Raymond James
Returns to investors are at their worst level since the financial crisis.
Raymond James ramps up advisor support with paraplanning service
The firm is rolling out two options for advisors who need help building financial plans.
Oregon orders Raymond James to pay nearly $200K over ‘unreasonable commissions’
State regulator imposes penalties in relation to overcharging exposed by multistate investigation.
Raymond James has given its independence transition suite an uplift
The enhanced service gives a more tailored support offering to advisors.
Raymond James CEO balks at high price of RIAs
'The biggest change in the competitive landscape has been RIA roll-ups that pay prices that we can't quite figure out,' Paul Reilly says.
Raymond James adds $160M advisor from Edward Jones
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Raymond James’ Reilly sees comp soar in 2023
Total compensation for the IBD's CEO hit $34.9 million in the company's fiscal year ended Sept. 30.
Raymond James nabs two wirehouse advisors in South Florida
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
Raymond James nabs California advisor from Morgan Stanley
Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.
Husband and wife managing $260M join Raymond James from Edward Jones
Virginia-based advisors says it was a hard decision to switch after two decades.
Raymond James taps Perry to lead advisor recruiting
"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.
Raymond James adds $287M AUM wirehouse team in Guam
Two advisors join the firm's employee advisor channel.
North Carolina advisor takes $140M practice to Raymond James
The advisor joins the firm's independent channel from Edward Jones.
Raymond James partners with 55ip on tax management enhancements
Services such as rebalancing and tax-loss harvesting will be available on Raymond James' managed accounts platform.
