Raymond James Rising On Wall Street | Wednesday, February 01, 2012 New RJA President Tash Elwyn discusses his new role, his past experience and the Morgan Keegan acquisition. "Raymond James and Morgan Keegan are focused on where we going to be six to 12 years from now and not six to 12 months from now," Elwyn said.
Raymond James Execs Court Morgan Keegan Advisors AdvisorOne | Wednesday, January 18, 2012 Raymond James hosted meetings between its top executives and 80-plus Morgan Keegan branch managers and administrative staff. “These meetings have helped to show our managers that Raymond James is run a lot like Morgan Keegan,” said Bill Geary, head of the private-client group for Morgan Keegan. “We’re confident that Raymond James offers the kind of environment where our financial advisors can be very successful.”
Raymond James Financial Advisors Get Social Forbes | Monday, December 26, 2011 Financial advisors at Raymond James are now able to use social media tools including LinkedIn, Facebook and Twitter through the Actiance compliance tool, Socialite. Advisors also have optional access to a library or pre-approved content and tools to measure engagement.
Raymond James Picks Up Four New RIA Firms Investment News | Thursday, December 15, 2011 Raymond James’ custody unit has picked up four new RIA firms with more than $400 million in assets. The additions made December the best recruiting month ever for its custody unit, said Mike DiGirolamo, head of the investment adviser division.
Broker Report Card 2011: Raymond James Takes Top Spot Registered Rep | Thursday, December 01, 2011 Raymond James & Associates took first place in Registered Rep.'s annual broker report card survey for the second year in a row, relegating Edward Jones once again to second place. Their advisors are clearly pretty happy where they are, with 93.1 percent saying they will very likely still be working for the firm two years from now, the highest percent of FAs compared with the rest of the firms.
Raymond James Taps New Heads of Independent, Employee Units AdvisorOne | Monday, November 28, 2011 Raymond James has named a new executive to run its independent-advisor channel as Dick Averitt prepares to retire, and a new head for its employee-advisor channel, as Dennis Zank moves into the COO slot at the parent company. Scott Curtis will assume the role of president of Raymond James Financial Services (now led by Averitt) and managing director of its independent-contractor division, and Tash Elwyn will become president of Raymond James & Associates’ private-client business, which is currently headed by Zank.
Raymond James Expands Executive Ranks Financial Advisor Magazine | Monday, November 21, 2011 Raymond James has appointed four executives in information technology and operations. "These recent appointments underscore Raymond James' client-first philosophy," COO Chet Helck said.
Raymond James makes its social-media move Investment News | Sunday, November 20, 2011 Raymond James Financial Inc. has become the latest financial services firm to help minimize the compliance barrier to wider use of social media.
Raymond James Hopes New Training Program Will Appeal to Women Registered Rep | Monday, November 14, 2011 Raymond James recently launched a two-year, mentor-type training program for new advisors, and it hopes the program will be more conducive to attracting and retaining women, although the program is not solely targeting women. Raymond James’ entire advisor force is about 17 percent women, but the inaugural class of the Advisor Mastery Program is already 34 percent female.
Raymond James Gets Social Media Right The Wall Street Journal | Thursday, November 10, 2011 “It sounds as if Raymond James and Actiance have struck the perfect balance between compliance and social–which are naturally at odds with each other. It seems to provide pre-approved and crowd-sourced content for those less experienced with social media while at the same time providing flexibility for those more comfortable with social media platforms.”
Raymond James allows financial advisers to go social Dow Jones Newswires | Wednesday, November 02, 2011 Raymond James's advisers are now allowed to use Twitter, LinkedIn and Facebook. Raymond James will be using a platform from content management firm Actiance, which will ensure compliance with Financial Industry Regulatory Advisory regulations. Advisors will also be able to use pre-approved and pre-written messages or create their own, which will be filtered and checked for language and content before going live.
At Women’s Symposium, Raymond James to Boost Training, Women’s Programs AdvisorOne.com | Friday, September 23, 2011 Raymond James (RJF) executives discussed a new training program, series of women’s conference and other steps to keep the company on a controlled growth path during the firm’s annual Women’s Symposium being held in St. Petersburg, Fla.
Raymond James Hires Four-Member Baird Team Financial Planning | Friday, September 16, 2011 Raymond James has hired a four-member financial advisor team that was previously producing more than $3.6 million in annual fees and commissions at Robert W. Baird & Co. The team, based in Peoria, IL, now operates under the name Hilltop Wealth Management at Raymond James, targeting clients including business owners, corporate executives, families, institutional clients and physicians
Raymond James Exec Upbeat on FA Growth AdvisorOne.com | Thursday, July 28, 2011 Raymond James expects its advisor headcount to continue to expand this year, generally through the hiring of individual advisors and teams, according to Dennis Zank, president of Raymond James & Associates, the firm’s employee-advisor broker/dealer.
Raymond James Advisor Count Up Amid Tough Recruiting Environment Registered Rep | Thursday, July 21, 2011 Raymond James added 20 advisors in the U.S. during the fiscal third quarter despite a tough recruiting environment for regional firms. CEO Paul Reilly said the firm was helped by its acquisition of brokerage firm Howe Barnes Hoefer & Arnett Inc. at the beginning of the quarter, but retention packages keeping advisors at other firms did affect advisor growth.
Top 100 Women Financial Advisors 2011 Barron's | Monday, June 06, 2011 Raymond James advisors Judith McGee, Margaret Starner, Lynn Faust and Sherri Stephens were named to Barron’s 2011 list.
2011 Broker Survey: Ranking the Full-Service Contenders SmartMoney | Tuesday, May 10, 2011 Raymond James beat out six national full-service brokerage firms, including Edward Jones, to be ranked first in SmartMoney's annual Broker Survey.
Raymond James Tops Estimates in Second Quarter On Wall Street | Thursday, April 21, 2011 Raymond James Financial topped analysts' second-quarter sales and earnings estimates Wednesday, posting a profit of $80.9 million, or 64 cents a share, on sales of $852 million.
Raymond James Completes Acquisition Financial Planning | Monday, April 04, 2011 Raymond James Financial has completed its acquisition of Howe Barnes Hoefer & Arnett, Inc. The acquisition extends Raymond James’ capital markets reach within the financial institutions segment. Also, Raymond James will take over private wealth management for more than 5,000 clients with more than $1.7 billion in assets under management.
