Turning Succession Planning Into Business Growth: Raymond James
The independent arm at Raymond James is brokering deals for its own advisors, as well as for breakaway wirehouse reps nationwide.
LPL Team Jumps to Raymond James, Buys a Practice
The merged practice, based in Tennessee, should have about $150 million in assets under management.
Jinks of Raymond James on Ins and Outs of Advisor Acquisitions
New head of RJ’s practice management and acquisitions operations notes one benefit of a wirehouse broker going independent: the tax consequences when he sells.