Following similar moves by other large firms, Raymond James says quarterly advisor counts aren’t the most meaningful measure ...
In earnings calls, both Raymond James and Ameriprise cited strong recruiting pipelines as they beat analysts’ income ...
Raymond James is the ... down next month, said advisor recruiting can be "lumpy" from quarter to quarter. Echoing remarks his rival CEO Ron Kruszewski of Stifel Financial made on Wednesday ...
Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to ...
to its independent advisor channel, Raymond James Financial Services, according to a news release. Kristin Sullivan, who began her career with Schwab in 1997 according to BrokerCheck, is joining ...
LPL's 2025 recruitment drive is continuing on both the East and the West Coast, with new advisors coming in from Raymond James and Merrill Lynch. On Wednesday, the firm announced financial ...
Raymond James & Associates Inc., where financial advisors work as employees of the firm, agreed to settle the matter with the SEC and pay $50 million. "The off-platform $50 million last summer had ...
He specializes in working ... two Dynasty Financial Partners firms. In a separate move, St. Petersburg, Fla.-based advisor Mary Lauritano opted to leave UBS and join Raymond James’ employee ...
The announcement highlights the departure of advisors from Raymond James Financial ... has been in the financial services industry since 1991 and has extensive experience working with corporate ...
Raymond James Financial handily beat Wall Street’s expectations with its latest quarterly results, which benefited from a surge in investment banking revenue.
When Raymond James reported quarterly results on Wednesday, it turned in record revenue and blew away Wall Street’s expectation for adjusted earnings per share.