Displaying 156 results
$500M Louisiana team joins Raymond James
The five advisors will operate as Meyer Rotolo Wealth Management.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
Raymond James adds $335M team from Edward Jones
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
Raymond James adds $2.6B team from Securian
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
What clients want you to know about transferring wealth to their heirs
Raymond James poll reveals the priorities of handling intergenerational wealth transfers.
Raymond James adds $300 million advisor from Merrill
Burdette Park will launch eponymous firm in Louisville, Kentucky.
$205M advisor duo joins LPL from Raymond James’ Fulton Financial Advisors
The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.
Everyone is offering incentives — Raymond James
Fee discounting has started. Is this the end of a 'golden era'?
Raymond James welcomes $250M AUM Edward Jones team as independents
The team will establish a new SilverTree Wealth office in Tucson, Arizona.
Raymond James signs up Merrill advisor managing about $360 million in assets
Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.
Raymond James sees record client assets at end of June
Meanwhile, the firm was keeping mum on 60 financial advisors from one group that left Raymond James last quarter.
Alex. Brown adds Morgan Stanley advisor managing $509 million
Miami-based Eva Marina Ovejero has more than two decades of experience.
Concurrent restructures to recruit advisors from across wealth management
Since becoming a hybrid RIA, Concurrent has added five new firms that combine for $440 million and it's ramping up to co-brand advisors from every possible direction.
Team managing $475 million jumps to RayJay from Ameriprise
The three advisors operate as Leeward Financial Group in Lighthouse Point, Florida.
Top-earning CEOs at broker-dealers in 2022
Chief executives at leading brokerage and advisory firms are earning more money than ever. Here are the numbers on last year’s compensation for some of the highest-profile executives.
LPL adds $365 million team from Raymond James
The five-member New Jersey-based team will use LPL's institution services platform and will work with Affinity Federal Credit Union.
Liz Nesvold joins Cresset as president
Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.
Raymond James’ ‘enhanced savings program’ got bump from SVB failure, execs say
Interest income brought the firm's revenue to a record high during the quarter ended in March, offsetting lower income from asset management fees.
Raymond James, advisors win $16.4 million arbitration award against Deutsche Bank
Ray Jay and its brokers claimed the German lender failed to pay revenue share and residual trailer fees on commercial loans.
LPL recruits $450 million Raymond James team
James Sheehan is based in Charleston, South Carolina, while Shawn Tighe works in northern New Jersey.
