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Raymond James’ National Event to Highlight DOL Fiduciary, Politics & Markets

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Raymond James kicked off its 42nd annual national conference for its independent advisors on Tuesday in Orlando.

The yearly event, Elevate, includes sessions with top advisors, technology workshops and programs for branch staff. It is taking place at the Orlando World Center Marriott through Thursday and has attracted more than 2,000 advisors and branch managers, close to 100 prospective registered representatives and about 2,000 other guests.

“We’ll hear from thought leaders within and from outside our profession, discuss important industry topics and trends, and learn about enhanced technology applications designed to improve your business efficiency and enhance your clients’ experiences,” said Scott Curtis, head of Raymond James’ independent channel, before the start of the event.

On Tuesday, the keynote speaker is Pippa Malmgren, a former member of the National Economic Council and author of the bestselling book “Signals: The Breakdown of the Social Contract and the Rise of Geopolitics.” She argues that by staying in tune with the many signals around us, we can be better prepared to respond to the ups and downs of the world economy.

Wednesday’s schedule includes a discussion on the now-delayed Department of Labor fiduciary rule and talk by Chief Investment Strategist Jeff Saut on what’s happening in the markets.

Political analyst Andy Friedman will speak about the latest developments on Capitol Hill on Thursday, and then CEO and Chairman Paul Reilly will give his views on the state of the company as part of a town hall. Later in the day, multimedia artist Phil Hanson will share his talents and perspectives on innovation.

“As we do every year, we’ll provide ample opportunities to network and share ideas,” explained Curtis. “Through educational sessions and breakout discussions, you’ll hopefully return to your office with at least one or two ideas to put into practice.”

Raymond James will release its earnings for the quarter ended March 31 after the markets close on Wednesday.

Before the event began, the firm held its eighth annual Charity Golf Classic to raise money for the Arnold Palmer Hospital for Children. It also staged its yearly Fun Run to benefit Amputee Blade Runners. 

— Check out Raymond James to Buy $27B Asset Managers on ThinkAdvisor.


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