Raymond James introduces enhanced client experience coaching program for advisors and support teams
Private Client Group | September 1, 2020
Raymond James’ practice management group introduced an enhanced client experience coaching program available to affiliated advisors and support teams, according to David Patchen, senior vice president of education and practice management for the firm’s Private Client Group (PCG).
Raymond James continues its focus on sustainable investing, enhances suite of capabilities
Private Client Group | July 21, 2020
Raymond James is continuing to enhance its sustainable investing resources and capabilities as the firm experiences growing interest from advisors and clients, according to Kim Jenson, COO of Raymond James’ Private Client Group and executive sponsor of the firm’s sustainable investing initiatives.
Raymond James leadership pledges continued commitment to the Black community and programming to address racial inequality
Private Client Group | Raymond James | June 23, 2020
Amid collective despair following the tragic killings of George Floyd, Ahmaud Arbery, Breonna Taylor and countless others, 63 leaders across the Raymond James Board of Directors, Executive Committee, Operating Committee and Diversity and Inclusion Advisory Council affirmed their continued focus and commitment to addressing racial inequality through a pledge for enhanced programming and dedicated support.
Raymond James celebrates the launch of the Pride Financial Advisors Network
Private Client Group | June 3, 2020
Raymond James is celebrating the official launch of the Pride Financial Advisors Network as the group kicks off Pride Month.
A message from Chairman and CEO Paul Reilly
Raymond James | May 11, 2020
“Our ability to weather difficult periods like this one is also a result of the conservative management approach that is practiced throughout our firm.
Raymond James to donate $1.5 million to aid those impacted by COVID-19
Raymond James | March 27, 2020
Raymond James will commit $1.5 million to support charitable organizations delivering essential services to communities affected by COVID-19, Chairman and CEO Paul Reilly announced today.
Raymond James recognized for innovative technology for eighth consecutive year
Private Client Group | March 17, 2020
Raymond James was recognized with the Technology Innovation Award for the eighth consecutive year by the Bank Insurance & Securities Association (BISA). This year, the firm was recognized for its enhanced advisor texting capabilities within its award-winning Advisor Mobile application.
A message from Chairman and CEO Paul Reilly
Raymond James | March 17, 2020
“I am confident we will weather this situation, just as we have persisted through past turmoil, by keeping our focus on the long term, maintaining the best possible service levels for our advisors and clients, and most important, showing – as individuals and as a firm – that caring for each other is our most important calling,” said Paul Reilly, Raymond James Chairman and CEO.
Raymond James Investment Banking recognized with three “Deal of the Year” awards by M&A Advisor
Private Client Group | Raymond James | November 26, 2019
Raymond James Investment Banking was recognized with top honors in the 18th annual M&A Advisor Awards. The awards were presented at a ceremony held during the 2019 M&A Advisor Summit on November 19 in New York.
Raymond James Financial announces key senior leadership appointments
Private Client Group | Raymond James | October 10, 2019
Raymond James Financial, Inc. (NYSE: RJF) Chairman and CEO Paul Reilly today announced an executive management change as well as leadership appointments within the Asset Management Services division.
Raymond James introduces Renee Baker as head of expanded Advisor Inclusion Networks
Private Client Group | Raymond James | July 30, 2019
Raymond James announced today that it is consolidating Advisor Inclusion Networks corporate leadership under Renee Baker, currently chief marketing officer at subsidiary Carillon Tower Advisers, effective Sept. 1, 2019.
Raymond James Cares Month broadens impact with record community service
Private Client Group | Raymond James | July 10, 2019
Raymond James financial advisors and associates volunteered a record number of hours in support of the firm’s annual Raymond James Cares Month in May.
Raymond James names Kim Jenson Private Client Group COO
Private Client Group | Raymond James | April 25, 2019
“Kim has contributed greatly to the success of RJA PCG and we look forward to seeing her advocacy for advisors and their clients now extended to the entire domestic Private Client Group” said Tash Elwyn, president and CEO, Raymond James & Associates.
Raymond James Chief Financial Officer Jeff Julien to retire as CFO
Raymond James | March 19, 2019
Raymond James Financial (NYSE: RJF) Executive Vice President, Finance and CFO Jeff Julien has notified the firm’s board of directors of his intention to retire as CFO effective December 31, 2019. He will continue to serve as executive vice president of finance and as a senior adviser for a period of time to ensure the successful transition of responsibilities.
Raymond James Financial was named a Diversity Champion in InvestmentNews’ Diversity & Inclusion Awards.
InvestmentNews | Aug. 2018
“It’s crucial to build a strong foundation of diversity and inclusion in our field – not only to leverage a variety of perspectives in support of business success, but also in better support of our associates, advisors and their clients,” said Tash Elwyn, president and CEO, Raymond James & Associates.
The Diversity & Inclusion Awards focus on highlighting initiatives from companies that aim to boost the advice industry’s diversity and create a more inclusive environment for all. Neither Raymond James nor any of its Financial Advisors paid a fee in exchange for this award. InvestmentNews is not affiliated with Raymond James.
Raymond James: Broker Protocol Good for Advisors, Clients
Barron’s | March 12, 2018
Even as other firms abandon the Protocol for Broker Recruiting, executives at Raymond James Financial continue to trumpet their support for the pact.
Broker Protocol is good for investors and needs to be strengthened
CNBC | December 12, 2017
I have long believed that to be a financial advisor is to serve in a noble profession.
What's keeping rookies at Raymond James?
WealthManagement | August 23, 2017
While typically 75% to 80% of new brokers burn out after year three, Raymond James is retaining 86% of trainees in its employee channel after two years.
Raymond James recognized with two deal-of-the-year awards at annual M&A Advisor Turnaround awards.
Raymond James | April 3, 2017
The M&A Advisor Turnaround Awards celebrate restructuring excellence, recognizing the leading distressed M&A transactions, restructuring, refinancing, products and services, firms and professionals in the United States and international markets. The award winners represent the best of the distressed investing and reorganization industry in 2016. The nominations, representing over 300 participating companies, were judged by an independent jury of industry experts.
Raymond James to deliver robo service for advisors by year end
Investment News | January 30, 2017
Called “Connected Advisor,” the system will integrate with the independent broker-dealer's other digital tools, such as data aggregation. Raymond James will not charge advisers more to use the digital advice platform, so it will be up to advisers to decide whether they adjust their fees for clients who use the automated tool. Raymond James, which spends about $250 million a year on technology, developed its digital advice tool over the past three to four years.
Amid slowdown, Raymond James recruits more adviser teams
Investment News | July 21, 2016
Raymond James Financial Inc. rose above rivals in attracting financial advisers amid a slowdown in recruitment during the second quarter. The brokerage firm picked up almost $1.9 billion in assets through the recruitment of eight teams, while losing none, according to data gathered by InvestmentNews.
Client-Centric CEO: Raymond James’ Paul Reilly
Think Advisor | May 23, 2016
In the latest interview with top leaders of the wealth management industry, Research spoke with Paul Reilly, CEO of Raymond James Financial, about his career, his company and his philosophy.
Raymond James Grows Revenue and Profit
Financial Advisor IQ | April 21, 2016
The brokerage earned $125.8 million in the quarter ending and revenues was also up, reaching $1.34 billion. Raymond James CEO Paul Reilly said in a statement that he expects growth to continue, boosted by a “strong recruiting pipeline”.
Is Raymond James Winning the BD-Culture Wars?
Financial Advisor IQ | February 10, 2016
In explaining Raymond James Financial’s recent success stories of attracting advisor teams – from new recruits to headhunters, the company itself says it comes down to one big thing: the culture.