America's Top Next Generation Wealth Advisors
Forbes | July 25, 2017
17 Raymond James-affiliated advisors were named to Forbes' list of America's Top Next Generation Wealth Advisors.
Fifteen Advisers, Six Firms Named Finalists by Invest in Others Charitable Foundation
InvestmentNews | July 20, 2017
Raymond James advisor Mary Brooks was chosen as a finalist for the Volunteer of the Year Award, a category in the Community Leadership Awards, presented by Invest in Others.
Raymond James Expands Health Planning Tools
Financial Advisor IQ | June 15, 2017
Raymond James Director of Retirement Solutions Frank McAleer and financial advisor Rachel McNeil discuss the firm’s longevity planning support.
Top 100 Branch Managers for 2017
On Wall Street | June 13, 2017
Six Raymond James & Associates branch managers were named to On Wall Street’s list of the top branch managers.
Do's and Don'ts of Twitter, LinkedIn and Facebook for Advisors
ThinkAdvisor | June 8, 2017
Lisa Turley, senior vice president of advisor marketing at Raymond James, discusses how financial advisors can use social media for marketing.
2017 Top Women Financial Advisors
Barron’s | June 2, 2017
Five Raymond James-affiliated financial advisors were named to Barron’s annual list of the top women advisors in the country.
Raymond James Succession Guru on Preserving a Firm's Core Values
Financial Planning | May 19, 2017
Raymond James Vice President of Succession and Acquisition Consulting Robert Goff discusses the importance of preserving a practice’s core values.
Tapping Women Money-Makers
Financial Advisor | May 19, 2017
Raymond James advisor Danielle Blunt and others share tips for working with female breadwinning clients.
New Raymond James Partnerships Add Longevity Planning to the Toolkit
Wealth Management | May 4, 2017
Raymond James Vice President of Retirement Solutions Frank McAleer discusses longevity planning support resources.
Top 25 Program Managers
Bank Investment Consultant | May 3, 2017
Nine Raymond James program managers were named to Bank Investment Consultant's list of the top 25 program managers.
Raymond James Taps Popular UBS Exec for Private Client Post
ThinkAdvisor | May 3, 2017
Raymond James welcomes industry veteran Kim Jenson as Chief Operating Officer of Raymond James & Associates Private Client Group.
No Slow Down in Recruiting at Raymond James as Advisers Prepare for DOL Fiduciary Rule
InvestmentNews | April 26, 2017
Raymond James Financial Services President Scott Curtis discusses what's behind the firm's recruiting success.
The Career Path from Branch Professional to Advisor
Wealth Management | April 26, 2017
Raymond James women advisors share their career paths from branch professionals to successful financial advisors.
How to Onboard the Right Junior Partner
On Wall Street | April 20, 2017
Raymond James Vice President of New Financial Advisor Development Matt Ransom discusses tips for hiring and onboarding a new team member.
America’s Top Women Advisors 2017
Forbes | February 28, 2017
Nine Raymond James-affiliated advisors were named to Forbes’ list of the top women advisors in America.
Alex. Brown is Back
ThinkAdvisor | December 27, 2016
ThinkAdvisor recaps the successful merger of Raymond James and Alex. Brown.
17 people advisers should watch in 2017
On Wall Street | December 14, 2016
Paul Reilly, Raymond James CEO, and Haig Ariyan, president of Alex. Brown, a division of Raymond James, were named to On Wall Street’s list of key industry players to watch in 2017.
Top 100 bank advisers: Which factors mattered most?
Bank Investment Consultant | December 7, 2016
29 Raymond James-affiliated advisors were named to Bank Investment Consultant’s list of the top bank advisors.
2016 20 Women to Watch
InvestmentNews | November 21, 2016
Raymond James advisor Margaret Starner, one of the industry's pioneers, was named one of InvestmentNews’ 20 Women to Watch.
Raymond James Starts New FAs With Catastrophic Plans
Financial Advisor IQ | November 8, 2016
Raymond James stresses importance of succession plans, ensures new advisors complete catastrophic succession planning documents.
Advisers on the Move, third quarter recap
InvestmentNews | Sunday, October 16, 2016
Raymond James is named the top-ranked firm by net change in AUM, according to InvestmentNews.
At the Gala: 2016 Wealth Management Awards Winners
ThinkAdvisor | Friday, October 14, 2016
Raymond James associates accept a Wealth Management Industry Award for the firm’s Client Reporting initiative.*
Raymond James Making Big Moves to Raise Number of Female Advisors
ThinkAdvisor | Friday, October 7, 2016
With fifteen percent of financial advisors being women, Michelle Lynch, vice president of Raymond James’ Network for Women Advisors discusses how we can move beyond that.
Firms Must Look for Female Advisers in Unusual Occupations
InvestmentNews | Wednesday, October 5, 2016
InvestmentNews recaps one of many ways Raymond James is attracting more women to the financial advisory profession.
How Many Women Advisors Are There? It Depends On How You Count
Financial Advisor | Wednesday, October 5, 2016
Michelle Lynch, vice president of Raymond James’ Network for Women Advisors, discusses attracting more women to the industry.
Raymond James Hosting Women's Symposium in New Venue
ThinkAdvisor | Wednesday, October 5, 2016
Several hundred female financial advisors gather at Raymond James’ 22nd annual Women’s Symposium.
Financial Advisers Win Community Leadership Awards
InvestmentNews | Friday, September 30, 2016
Raymond James advisor Gerard Klingman was recognized with the Lifetime Achievement Award in Invest in Others’ Community Leadership Awards. Raymond James advisors Dan Jones and Janel Huston were recognized as finalists.
IBDs With the Largest Total AUM
Financial Planning | Tuesday, September 13, 2016
Raymond James ranks second on Financial Planning’s “IBDs with the largest total AUM” list.
Raymond James Completes Purchase of Deutsche Bank Private Client Unit
Financial Advisor | Wednesday, September 7, 2016
Raymond James announced that more than 90 percent of the Deutsche Bank Wealth Management advisor force pre-transaction, will join Alex. Brown in the 16 branch locations concentrated in the northeast and the west coast of the U.S.
Why Raymond James Kept Over 90% of Deutsche Advisers
On Wall Street | Tuesday, September 6, 2016
Raymond James’ high rate of retention – more than 90% of the unit’s advisers made the transition, according to the fast-growing brokerage – stands in contrast to other recent acquisitions. Industry insiders attribute Raymond James’ high retention rate to the combination of branding, technology, platform and continuity.
Raymond James Wraps Up Purchase of Alex. Brown
ThinkAdvisor | Tuesday, September 6, 2016
The 193 wealth advisors at the boutique firm are now on the parent firm’s platform, according to the head of the new unit.
Philanthropic advisers and firms named as finalists for Community Leadership Awards
InvestmentNews | Thursday, August 4, 2016
Three Raymond James advisors were named finalists and four named honorable mentions in Invest In Other’s annual Community Leadership Awards.
America’s Top Wealth Advisors
Forbes | Thursday, August 4, 2016
11 Raymond James-affiliated advisors were recently named to Forbes’ list of America’s top wealth advisors.
IBDs with highest-producing reps
Financial Planning | Monday, July 25, 2016
Raymond James was ranked the number one independent broker-dealer with the highest-producing reps.
TPMs with the most top program managers
Bank Investment Consultant | Wednesday, July 20, 2016
Raymond James was named among firms with the most top program managers.
Video: Raymond James targets second-career women
Financial Advisor IQ | Wednesday, June 29, 2016
Michelle Lynch, vice president of the Raymond James Network for Women Advisors, discussed the firm’s efforts to attract more women to the industry.
Slideshow: TPMs Ranked by Revenue
Bank Investment Consultant | Tuesday, June 28, 2016
Raymond James’ Financial Institutions Division was ranked the third best TPM by revenue.
InvestmentNews 40 Under 40
InvestmentNews | Monday, June 27, 2016
Michelle Lynch, vice president of the Raymond James Network for Women Advisors, and Raymond James-affiliated advisor Darin Robert Shebesta were selected from a pool of more than 800 nominees.
Raymond James’ Global News
ThinkAdvisor | Monday, June 20, 2016
ThinkAdvisor recaps Raymond James’ recent expansion news.
What’s Keeping Advisors Up at Night?
Financial Advisor IQ | Wednesday, June 15, 2016
Raymond James Vice President of Education and Practice Management Shannon Reid discussed what’s on the mind of advisors.
2016 Top Women Financial Advisors
Barron's | Saturday, June 4, 2016
Raymond James advisors Margaret Starner, Judith McGee, Kalita Blessing, Lisa Detanna and Sherri Stephens were ranked on Barron’s “Top 100 Women Financial Advisors” list.
The Secret to Attracting Millennials into Advisory Careers
Financial Advisor IQ | Monday, June 6, 2016
Matt Ransom, Director of New Advisor Education, explains why many young people aren’t interested in FA jobs.
What’s Driving Advisor Productivity at Raymond James?
Bank Investment Consultant | Wednesday, June 1, 2016
A deep look into Raymond James’ success in recruiting, training, and technology.
The Importance of Succession Planning
Financial Advisor IQ | Wednesday, May 25, 2016
Nate Lenz, VP of Succession Planning and Acquisitions, speaks on retirement and succession planning for financial advisors.
Client-Centric CEO: Raymond James’ Paul Reilly
Research Magazine | Monday, May 23, 2016
Paul Reilly, CEO of Raymond James Financial, propounds a culture of client connection.
Raymond James Advisors Want to Up Ante on Client Servicing
Financial Advisor IQ | Wednesday, May 11, 2016
“Financial Advisors express their goals and lessons learned from the Raymond James National Conference.”
Raymond James: Industry Capabilities Lag Client Preferences
Financial Advisor IQ | Monday, May 9, 2016
“Financial Services President Scott Curtis provides his outlook on the financial advisor industry and technological advances.”
Raymond James to Roll Out Mobile App, Cybersecurity Feature
ThinkAdvisor | Friday, April 29, 2016
“We do not think — with the 700 or 800 attributes of products it includes — anyone else in the industry has this technology.”
Cost Controls Boost Wealth Profits 10% at Raymond James
On Wall Street | Wednesday, April 20, 2016
“Pretax profits for Raymond James’ Private Client Group rose 10% year-over-year.”
Recruiting Outlook: How to Land the Best Deals
On Wall Street | Thursday, March 31, 2016
“Everybody loves Raymond”, says Rick Peterson in this recruiters’ roundtable; while Michael King noted, “Raymond James has a great culture.”
Raymond James Deutsche Deal Shines but Threats Loom
Wall Street Journal | Friday, March 25, 2016
Raymond James COO Dennis Zank discusses the challenge of retaining advisors, every day
Raymond James CEO: Over 90% of Alex. Brown Reps Retained
ThinkAdvisor | Wednesday, March 23, 2016
CEO Paul Reilly announces over 90% of Deutsche Bank’s Private Client Services Unit advisors have committed to Raymond James
$1 billion Stifel Team Jumps to Raymond James
Financial Advisor IQ | Wednesday, March 2, 2016
Brother advisors Larry and Leo Goeas move to Raymond James, open first employee branch in Hawaii
Wanted: Women Financial Advisors
Financial Advisor Magazine | Tuesday, March 1, 2016
Raymond James Network for Women Advisors Director Michelle Lynch discusses the network’s mission as well as industry challenges
Raymond James Black Advisors Group Hosts Second Forum
ThinkAdvisor | Wednesday, February 24, 2016
CEO Paul Reilly addresses the firm’s Black Financial Advisors Network at annual symposium, with twice the attendance over prior year
Is Raymond James Winning the Broker/Dealer Culture Wars?
Financial Advisor IQ | Wednesday, February 10, 2016
Tash Elwyn, President of RJA’s Private Client Group suggests the firm’s culture is a differentiator in recruiting
Young Bank Advisors: On the Road to Success
Bank Investment Consultant | Wednesday, February 3, 2016
Nathan Bosek and Andy Rivenbark from Raymond James Financial Institutions Division are among those highlighted
Tony Barrett: Coached to play football, lead advisors
On Wall Street | Thursday, January 7, 2016
Tony Barrett, a complex manager at Raymond James, helped start a professional group for African Americans at the firm
2015 Broker Report Card: Grading the Firms
WealthManagement.com | Tuesday, December 8, 2015
Raymond James & Associates ranked first for advisor satisfaction in WealthManagement.com’s 2015 Broker Report Card.
BIC Top 50 Bank Advisors
Bank Investment Consultant | Wednesday, December 2, 2015
Eight Raymond James-affiliated bank advisors were named to Bank Investment Consultant’s list of the Top 50 Bank Advisors.
Tech Tools Can Take the Mystery Out of Planning
Financial Planning | Tuesday, December 1, 2015
Raymond James Vice President of Education and Practice Management Shannon Reid discussed use of new technology to engage clients in financial planning.
2015 Advisor Hall of Fame
ThinkAdvisor | Monday, November 30, 2015
Raymond James advisor Judith McGee was one of four advisors named to Research magazine’s 2015 Advisor Hall of Fame.
Practice Upgrade Cheat Sheet: 10 Ways to Refresh Your Business
Financial Planning | Wednesday, November 25, 2015
Raymond James advisor Melissa Joy discussed teaming up with colleagues for client meetings.
Why Advisors Should Go the Hybrid Route
Financial Planning | Thursday, November 19, 2015
Raymond James Director of AdvisorChoice Consulting Barry Papa discussed the firm’s holistic approach to serving clients.
Lessen Your Tax Bite with Savvy Year-End Strategies
CNBC | Tuesday, November 17, 2015
Raymond James advisor Jordan Niefeld discussed ways clients can boost their tax savings.
6 Strategic Prospecting Tips
On Wall Street | Tuesday, November 10, 2015
Raymond James Director of Practice Intelligence David Lee shared a prospecting tip.
When Should Firms Hire More Help?
Financial Planning | Thursday, November 5, 2015
Raymond James advisor Lynn McIntire discussed hiring junior advisors.
The Rise of the Parent-Child Advisory Practice
ThinkAdvisor | Monday, November 2, 2015
Raymond James advisors Abu Farukh and Misty Farukh discuss their financial advisor legacy practice.
A Focus on Philanthropy
WealthManagement.com | Thursday, October 29, 2015
Raymond James advisors Kalita Blessing and Paula Feinberg discuss charitable planning for clients.
Raymond James: An Evolving and Informed Approach to Building a Business
WealthManagement.com | Wednesday, October 28, 2015
WealthManagement.com recapped Raymond James’ Practice Intelligence, an award-winning practice management resource for advisors.
No One Size Fits All Approach for Clients or Advisors
On Wall Street | Tuesday, October 27, 2015
Tash Elwyn, President of Raymond James & Associates, Private Client Group, discussed how the firm is addressing clients’ demand for digital services, preserving the firm’s culture and more.
Seven Takeaways From SIFMA’s Social Media Seminar
WealthManagement.com | Monday, October 26, 2015
Raymond James’ Tash Elwyn and Lisa Turley share social media advice for advisors.
Raymond James Won't Launch Robo-adviser to Compete with Independents
InvestmentNews | Tuesday, October 20, 2015
Raymond James executives discuss the firm’s view on introducing a robo-platform.
4 Ways Rising Interest Rates Will Affect Your Investments
U.S. News & World Report | Friday, October 9, 2015
Raymond James advisor Greg Ghodsi discussed bond maturities.
Highlights from Raymond James Women's Event
WealthManagement.com | Wednesday, October 7, 2015
WealthManagement.com shares highlights from the 21st annual Raymond James Women’s Symposium.
Raymond James Women’s Network Leader Builds a Game Plan
Financial Advisor | Friday, October 2, 2015
Director of Raymond James’ Network for Women Advisors Michelle Lynch discussed her plans to increase the number of women financial advisors.
Outstanding Women Financial Advisors Acknowledged
Financial Advisor | Friday, October 2, 2015
Raymond James’ Network for Women Advisors recognized four successful women with the Woman of Distinction Award.
Raymond James Plans ‘Grassroots Effort’ to Recruit More Women Advisors
Financial Planning | Friday, October 2, 2015
Director of Raymond James’ Network for Women Advisors Michelle Lynch discussed attracting more women to the industry and to Raymond James.
Succession, Not Retirement, The Goal For Many Older Advisors
Financial Advisor | Thursday, October 1, 2015
Raymond James executives discussed succession planning.
Employee Channel Adding Biggest Teams Ever: Raymond James Exec
ThinkAdvisor | Thursday, October 1, 2015
ThinkAdvisor recapped Raymond James & Associates’s robust recruiting.
Experts to Advisors: Don't Rush to Retire
Financial Planning | Thursday, October 1, 2015
Raymond James advisor Luis Garcia and now-retired advisor Wade Sandler discussed their succession plan.
Raymond James Financial Pushing For More Women Advisors
Financial Advisor | Wednesday, September 30, 2015
Raymond James CEO Paul Reilly discussed how Raymond James is working to attract more women financial advisors.
Forbes Top Next Generation Wealth Advisors list – Data provided by SHOOK™ Research, LLC. Data as of 3/31/17. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 2,356 Millennial advisors were considered based on high thresholds from which 500 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com. The award is not indicative of an advisor's future performance and may not be representative of any one client's experience.
Source: Barron's “Top 100 Women Financial Advisors,” 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.
2017, On Wall Street named the top 100 branch managers in the country. On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on the top 100 mangers with their Annual Branch Manager Awards. This year's accolades fall to 100 Honorees that have been nominated by their firms and then selected by the editors of the magazine. Nominees must be employees at a major, leading brokerage firm and are evaluated on leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. The final honorees were selected by four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training; based on a quantitative and qualitative review of data from two surveys, one filled out by persons making the nomination and the second by the nominee. Raymond James is not affiliated with On Wall Street, New York Life/Mainstay Investments, Bill Butterfield, Alois Pirker, Kenton Shirk, Stewart Lee, or the organizations these individuals represent. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition.
America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
*The 2016 Industry Awards is based upon completion of a nomination application and a survey of financial advisors across all advisory channels of their applied experiences with vendors. Selection using this information is determined by a panel of judges made up of top names in the industry who award winners in more than 60 individual categories.
Past performance may not be indicative of future results. This is provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.
Calculations for the Forbes “Blue Chip Analyst” survey were performed by Zacks Investment Research. Zacks ranked the analysts on their stock-picking skills and earnings estimation accuracy over a three year period.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.