RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

The confab also extruded real news on the St. Petersburg custodians' roll-out of an no-transaction-fee platform and its de-manualization of social media for RIAs

Author Guest Columist Anthea Penrose October 14, 2014 at 7:46 PM
1 Comment
no description available
No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.

Conferences

|

RIA Custodians


Angie

Angie

October 15, 2014 — 7:00 PM

Andrea Schlapia – Ironstone Communications Inc. was also a speaker at this event.


Related Moves

August 24, 2019 at 4:25 AM

Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role

Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis

June 6, 2019 at 2:16 AM

Raymond James finally names new RIA chief and, yes, he is a Schwab veteran

The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce

March 4, 2019 at 11:54 PM



Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Vintage Financial Services
Advisory Firm
Top Executive: Franklin Moore



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.