Recruiting Roundup: Raymond James Adds Merrill, Stifel Teams
The IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.
Raymond James Boosts Q3 Earnings, Loses 37 Reps
The firm says it is upbeat about recruiting, as lower-producing Morgan Keegan advisors depart.
Raymond James Execs Boast ‘Huge Strides’ in Technology
The firm and its advisors are benefiting from the Morgan Keegan acquisition, along with certain policies and investments, tech executive Bella Loykhter Allaire said.
Raymond James CEO on Future Deals: If They Make Sense, ‘We Will Do Them’
Following the Morgan Keegan deal, though, the firm is focused more on “nice acquisitions”
How Raymond James Boosts Female Advisors
As women make strides at the firm as advisors, one group discusses what else needs to be done to boost their role and numbers in wealth management.
Raymond James Makes Succession Planning Push With New Team for Advisors
Company’s Global Private Client Group CEO Chet Helck supports the firm's efforts to help advisors choose and groom their successors.
Raymond James Women Welcome Morgan Keegan, Other Advisors
RJ's 18th annual Women’s Symposium kickoff made it clear to women advisors from the newly acquired Morgan Keegan that they are a welcome addition.
Raymond James Upbeat on Morgan Keegan Retention After Visits
The company also says it's raised nearly $360 million for the deal through a recent public offering.
Morgan Keegan Court Victory May Actually Be ‘Enormous Defeat,’ Recruiter Says
A recent ruling by a judge overturning a $9.2 million award in Morgan Keegan’s favor isn’t likely to give parent company Regions Financial much upside as it looks to sell the brokerage firm, experts say.