Articles tagged "Raymond James"
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After winning a $1-billion RIA, Raymond James fills a void by hiring a true-blue elite RIA executive
The St. Petersburg, Fla.-based maestro of advice channels is hiring an RIA custody virtuoso with Schwab and Fidelity training
September 4, 2015 at 6:46 PM
Big brokers take action on F-Squared funds and Virtus shares reel as SEC actions sink in
Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official
January 22, 2015 at 8:01 PM
Why an $850 million BNY Mellon RIA team finally said 'yes' to Raymond James after a 'no' in 2007
LPL may have the lead in the quantity of RIAs it's bringing onboard, but Bill Van Law touts this win as an exemplar of the high-quality firms RJ is attracting
January 9, 2015 at 8:22 PM
How Raymond James finally landed a big Bear Stearns team after JP Morgan retained and detained it for six years
The Florida broker-dealer finally has its first corner-office-style group at Rockefeller Center
December 11, 2014 at 7:28 PM
Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves
On a short Raymond James, RBC and Wells Fargo leash, the biggest ETF manager in the industry with $28 billion loses Howard Present and brings up Laura Dagan from its board of directors
December 4, 2014 at 12:36 AM
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
October 14, 2014 at 7:46 PM
What's up with J.D. Power naming Commonwealth top IBD for the fourth straight year
One trick, Wayne Bloom says, is that he relentlessly squeezes feedback out of his 1,600 advisors
July 2, 2014 at 12:32 AM
Raymond James lets six advisors steal the show at its national event with TED-style talks
RJFS's president denounces DOL changes as 'unhealthy' and its CEO discloses its strategy for becoming the No. 1 go-to for RIAs
June 4, 2014 at 2:08 AM
How Ex-Morgan Stanley powers are rolling up ex-colleagues and how big Raymond James cash fits into the picture
Steward Partners Global Advisory will custody all its assets at RJ but won't have to foot the bill for signing bonuses
May 12, 2014 at 6:06 AM
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
The story behind how Raymond James won two big teams from LPL and Wells Fargo in the past couple of weeks
When the mid-sized Florida broker-custodian takes on bigger giants, it plays the little-guy card
January 7, 2014 at 8:47 PM
Part I: Is the era of the monolithic RIA custodian coming to an end?
RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing
November 1, 2013 at 4:51 PM
A few things I learned about the Raymond James RIA effort in an NYC sit-down with Bill Van Law
The St. Petersburg, Fla. company's appraoch to the RIA business will be to do more for bigger RIAs that hunger for fuller custody service
August 8, 2013 at 5:59 PM
After 'disturbing' RIA losses at Raymond James, Bill Van Law is going on offense -- starting with hires of veteran LPL and Fidelity execs
The big Florida custodian and broker is finally holding itself accountable to a stiff target -- doubling to $16 billion in two years -- as it buys up expensive talent while cutting prices
July 23, 2013 at 1:03 PM
Raymond James' two-hatted Helck addresses his advisor crowd on both levels
The CEO believes a 20-year war may yet be won
