Raymond James Adds 2 Teams from Wells Fargo: Recruiting Roundup
Meanwhile, HighTower brings on a breakaway group from Merrill Lynch in Florida.
Why RBC Wealth Is Saying ‘Hold the Robo’
The firm isn’t the only one to put a stop to its automated investing plans, says consultant Tim Welsh — remember LPL’s NestWise?
RBC, Amerprise Add Wirehouse Reps: Recruiting Roundup
Meanwhile, Raymond James grabs a Morgan Stanley executive; CapTrust brings InTrust into its network.
Raymond James Taps Popular UBS Exec for Private Client Post
After Raymond James announced that Kim Jenson would be COO of the group, coming from UBS, fan mail poured in, group head Tash Elwyn said.
‘No Fee Compression on Our Advisors’: Raymond James CEO
Paul Reilly discusses retention, recruiting efforts and compliance issues during the yearly indie advisor event.
Tax Cuts to Happen in ’17, but Not Reforms: Andy Friedman
Also at the Raymond James conference, CEO Paul Reilly says cuts could benefit some advisors doing business as S Corps and LLCs.
‘No Evidence’ DOL Rule Is Hurting Recruiting: Raymond James
Though Morgan Stanley says the fiduciary standard is slowing advisor movement, the independent advisor group begs to differ.
3 Trends Advisors Need to Watch
Author and former presidential advisor Pippa Malmgren lays out what's happening in the global economy at Raymond James' national event.
Raymond James’ National Event to Highlight DOL Fiduciary, Politics & Markets
The yearly conference for its independent advisors takes place this week in Orlando.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.