Raymond James Exec: ‘No Robo-Advisor Plans’
Raymond James' indie arm remains focused on advisors, their growth and recruiting, according to President Scott Curtis.
Raymond James Kicks Off National Indie Event
The Las Vegas-based conference is drawing nearly 1,900 independent reps and over 70 prospects.
Female FAs Tired of Playing Musical Chairs: Ann Hughes
Recruiting existing female advisors is simply a game of musical chairs. Ann Hughes, consultant-with-a-mission, says it's time for a new game.
Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.
Wells Adds 5 Reps as Raymond James Grabs One of Its FAs
In other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
Women’s Networks Boost Profits: FWA
Successful women’s internal networks help their firms engage female clients and close business deals, a survey by the Financial Women's Association found.
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
How I Met My Client: Charles Barkley
Raymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
Raymond James, LPL Add Teams From Morgan Stanley
The two groups each have $200 million or more in assets; Securities America taps recruiter; Foothill Securities brings on $1B group.