$700M Morgan Stanley Team Moves to Raymond James Indie Group
Steward Partners opens a new office in Florida with six breakaway brokers that have nearly $6 million in annual fees and commissions.
DOL Fiduciary Means Higher Costs, Robo Exploration: Raymond James Exec
Independent channel head Scott Curtis says many technology options are on the table but that the firm will not "disintermediate" its advisors.
Raymond James Kicks Off National Indie Event
The Las Vegas-based conference is drawing nearly 1,900 independent reps and over 70 prospects.
Raymond James Reworks Employee Channel Leadership
The shifts are announced ahead of its Women’s Symposium and investment advisor confab.
Advisor Recruiting Up 40%: Raymond James’ Curtis
It’s not another 2009, but it’s the best of the past few years, says RJFS President Scott Curtis.
Raymond James Exec: No Big Merger
Raymond James Financial Services President Scott Curtis also describes the independent broker-dealer's legislative, IT and other aims at national confab.
Raymond James COO: Fiscal Year Results to Reflect Conservative Culture
RJFS COO Dennis Zank positioned the firm as an antidote to out-of-control Wall Street growth for growth’s sake at the 2012 Raymond James Women’s Symposium.
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.