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.