In the News
What’s the future of the IBD?
Wealth Management | June 29, 2021
Scott Curtis, president of Raymond James’ Private Client Group, and Greg Bruce, senior vice president and head of RIA & Custody Services, discussed Raymond James affiliation options.
RayJay chief to FAs: Get with the (tech) program
Financial Advisor IQ | June 15, 2021
Raymond James Chairman and CEO Paul Reilly discussed wealth management technology offerings.
Flexible schedules, new layouts: The future of the branch office
FundFire | June 2, 2021
Tash Elwyn, president and CEO of Raymond James & Associates, discussed the branch of the future
Advisor-client relationship needs will determine office of the future
Financial Advisor IQ | June 1, 2021
Financial Advisor IQ recapped comments on the branch of the future from executives, including Tash Elwyn, president and CEO of Raymond James & Associates.
RayJay to update tech – from new apps to augmented reality
Financial Advisor IQ | May 28, 2021
Raymond James Chairman and CEO Paul Reilly discussed the firm’s investments in technology.
Raymond James launched new software to generate client proposals
Financial Planning | May 28, 2021
Financial Planning recapped the firm’s announcement of a new technology tool designed to assist advisors with proposals and client presentations.
RayJay CEO: ‘Zoom rooms’ in the works; Branch redesign up next
Financial Advisor IQ | May 27, 2021
Raymond James Chairman and CEO Paul Reilly discussed some of the firm’s technology plans and initiatives.
Raymond James to convert 80 corporate offices into Zoom rooms
Wealth Management | May 26, 2021
Paul Reilly, Raymond James chairman and CEO, discussed technology and hybrid environments facilitating both in-person and mobile work.
Raymond James to roll out new presentation tool for FAs
Financial Advisor IQ | May 25, 2021
Financial Advisor IQ recapped the firm’s “proposal in a box” technology tool for financial advisors.
Raymond James is upgrading its digital marketing for its advisors
Financial Planning | May 21, 2021
Financial Planning recapped new marketing and technology services offered by Raymond James’ Marketing + Agency Solutions division.
RayJay expands branding resources for FAs, adds digital marketing tools
Financial Advisor IQ | May 21, 2021
Financial Advisor IQ recapped Raymond James’ new brand-building and marketing solutions for advisors.
Investing in the post-pandemic paradigm
Financial Planning | May 21, 2021
Raymond James Chief Investment Officer Larry Adam shared five trends to watch.
Raymond James hires E*TRADE exec for tech strategy role
Financial Advisor IQ | May 10, 2021
Raymond James welcomed Raj Bhaskar as vice president of technology strategy.
Raymond James client assets top $1 trillion in record-breaking quarter
Barron’s | April 29, 2021
Barron’s recapped the firm’s strong earnings results.
Raymond James logs record quarter; experiences recruiting uptick
Financial Planning | April 29, 2021
Financial Planning recapped Raymond James’ record-setting growth.
Fitch assigns first-time 'A-'/'F2' IDRs to Raymond James Financial; Outlook stable
Fitch Ratings | March 30, 2021
Raymond James Financial received a long-term senior unsecured rating of A- with a stable outlook for the first time by Fitch Ratings. *Credit Rating is not a recommendation for RJF stock and subject to change. More info here: http://fitchratings.com.
How advisors are finding unexpected upsides to Zoom calls
ThinkAdvisor | March 24, 2021
Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the unexpected benefits of remote work.
Your clients may be prepared for retirement, but are you?
InvestmentNews | March 23, 2021
Robert Goff, vice president of Succession and Acquisition Consulting at Raymond James, discusses what advisors should consider as they prepare for their own retirements.
Raymond James names Michelle Lynch head of RJA Tampa Bay
Financial Advisor IQ | March 16, 2021
Raymond James announced the promotion of Michelle Lynch as Raymond James & Associates’ Tampa Bay Complex Manager.
Raymond James Insurance Group names new president
ThinkAdvisor | March 4, 2021
Raymond James promoted Doug Brigman as president of Raymond James Insurance Group (RJIG). RJIG provides insurance and annuity products and services to Raymond James financial advisors and select correspondent firms.
Growth-minded advisors embrace a tech-driven, borderless future
Financial Planning | March 4, 2021
David Patchen, senior vice president of Education and Practice Management at Raymond James, discusses practice management best practices amid the continued virtual environment.
4 surprising ways financial advisors and clients have evolved during the pandemic
Financial Planning | March 1, 2021
Jodi Perry, president of the Independent Contractors Division, Raymond James Financial Services, reflects on the ways advisors and clients have evolved over the course of the pandemic.
Raymond James scores a big win at the Super Bowl
InvestmentNews | February 5, 2021
InvestmentNews recaps the firm’s naming rights partnership with Raymond James Stadium.
4 approaches to breaking up an advisor team when there’s no ‘prenup’
Financial Planning | February 8, 2021
Robert Goff, vice president of Succession and Acquisition Consulting at Raymond James, discusses approaches teams that are dissolving can consider in the absence of a team agreement.
Brian T. Cain joins Raymond James as Managing Director, Complex Manager
Financial Advisor | February 4, 2021
Industry veteran Brian Cain joins Raymond James in a new role within Raymond James & Associates’ growing Northeast region.
Raymond James hits record $1T in client assets
Financial Planning | January 28, 2021
Financial Planning recaps Raymond James’ latest earnings report, in which the firm announced it topped the trillion-dollar mark for client assets for the first time.
Raymond James announces acquisition of boutique investment bank
Wealth Management | December 17, 2020
Raymond James announced plans to acquire Financo, a boutique investment bank focused on the consumer sector.
Why Raymond James' purchase of $35B retirement plan firm is a 'strategic fit'
ThinkAdvisor | December 10, 2020
Raymond James announced it will acquire NWPS Holdings, Inc., doing business as NWPS and Northwest Plan Services, an independent provider of retirement plan administration, consulting, actuarial and administration services.
21 people who will change wealth management in 2021
Financial Planning | December 13, 2020
Jodi Perry, president of the independent contractor division, Raymond James Financial Services, was highlighted as a leader to watch in 2021.
Raymond James launches wealth-focused coaching program
ThinkAdvisor | November 13, 2020
Raymond James launched a new wealth management coaching program in partnership with the Investment & Wealth Institute.
Raymond James still ‘very pleased’ with recruiting in face of COVID-19
InvestmentNews | October 29, 2020
InvestmentNews reported on Raymond James’ Q4 and fiscal year 2020 results.
RayJay says its 'zen' FA training is an antidote to 'salesy' approach
Financial Advisor IQ | October 12, 2020
David Patchen, senior vice president for education and practice management at Raymond James Private Client Group, and Matt Ransom, vice president of new advisor development, discuss the firm’s new advisor training program.
Raymond James: A growing RIA custodian under the radar
RIA Intel | October 1, 2020
Greg Bruce, senior vice president and head of Raymond James’ RIA & Custody Services (RCS) division, discusses the firm’s new RCS channel.
A thousand digital office visits? How virtual recruiting efforts are paying off
Financial Planning | September 16, 2020
Scott Curtis, president of Raymond James’ Private Client Group, discusses virtual Raymond James home office visits.
Raymond James creates coaching program for its Black advisors
Financial Advisor | September 14, 2020
Financial Advisor recaps Raymond James’ new coaching resources for financial advisors and branch professionals affiliated with the firm’s Black Financial Advisors Network.
Raymond James recruiting sweep nets nearly $2B in new hires
Financial Planning | September 10, 2020
Financial Planning recaps some of the firm’s newest advisor additions.
Raymond James expands advisor coaching program
ThinkAdvisor | September 2, 2020
ThinkAdvisor recaps the firm’s enhanced client experience coaching program.
Tips for advisor teams looking to grow in unprecedented times
Bank Investment Consultant | August 27, 2020
Tim Killgoar, SVP and head of Raymond James' Financial Institutions Division, shares advice from top program managers on how to continue growing.
Tech snafus spur some planners to consider ditching their firms
Financial Planning | August 19, 2020
Raymond James new advisor recruits cite the firm’s technology as a key reason in their decision to join the firm.
Why Raymond James' honest talk about racism matters
ThinkAdvisor | August 12, 2020
Tony Barrett, complex manager for Raymond James & Associates’ Delaware Valley and a founding member of Raymond James’ Black Financial Advisors Network, shares insights from a recent firmwide call on race and its impact in the workplace.
How are so many advisors switching firms during the COVID crisis?
ThinkAdvisor | July 10, 2020
Scott Curtis, president of Raymond James’ Private Client Group, discusses advisor interest and feedback in the firm’s remote home office visits.
We asked, advisors answered: How can the industry increase diversity?
ThinkAdvisor | July 1, 2020
Raymond James financial advisor Tony Barrett was quoted on the firm's affirmation of its commitment to the Black community.
Raymond James lands 10 advisors with more than $1.05 billion in AUM
Financial Planning | June 10, 2020
Raymond James continues to recruit to its multiple channels across the Northeast, Texas and further west.
Raymond James launches network to support LGBTQ+ community
Financial Advisor IQ | June 5, 2020
Financial Advisor IQ recaps the firm's launch of its Pride Financial Advisors Network.
Raymond James launches new Pride Network
Wealth Management | June 3, 2020
Raymond James launched a new Advisor Inclusion Network supporting advisors and allies of the LGBTQ+ community.
Digital metrics soar at Raymond James, TIAA
Wealth Management | May 21, 2020
Wealth Management recaps success Raymond James is having with digital strategies amid the pandemic.
ThinkAdvisor | May 21, 2020
ThinkAdvisor shares insight into Raymond James' recruiting and virtual "home office visits."
Raymond James to focus on 'virtual' recruiting
InvestmentNews | April 30, 2020
Raymond James sets its focus on virtual recruiting amid travel restrictions due to Covid-19.
Raymond James' Tash Elwyn is cooking his way through lockdown, for charity
ThinkAdvisor | April 24, 2020
Tash Elwyn, president and CEO of Raymond James & Associates, shares how he's given back through cooking during the pandemic.
Raymond James introduces new training, succession programs
ThinkAdvisor | March 30, 2020
Raymond James announced the launches of its Wealth Management Associate Program and Advisor Emeritus program.
2 CEOs Warn of 'Retirement Tsunami' in Advisory Industry
ThinkAdvisor | October 14, 2019
Raymond James & Associates president and CEO Tash Elwyn weighs in on the future of wealth management.
Raymond James Doubles Down on Digital with Advisers in Control
InvestmentNews | September 26, 2019
Raymond James & Associates president and CEO Tash Elwyn explains the focus of the firm's technology investment.
Raymond James Advisors Tout Tech's Time-Saving Benefits
ThinkAdvisor | September 25, 2019
Raymond James leaders discuss the firm's tech tools.
Inclusion, Leadership in Focus at Raymond James' Event
ThinkAdvisor | September 24, 2019
Speakers at the 25th Annual Women's Symposium included a former Air Force pilot and the firm's new leader of diversity and inclusion.
Why Raymond James, Stifel Gain Ground at Wirehouses' Expense
InvestmentNews | August 12, 2019
Frank LaRosa, CEO of Elite Consulting Partners, explored the appeal of regional Broker Dealers and independent firms.
A Higher Standard of Client Care
InvestmentNews | July 8, 2019
Tash Elwyn, president and CEO of Raymond James & Associates, discusses the importance of firms fostering an environment of trust.
What to Do Before Going After Next-Gen Clients
ThinkAdvisor | June 21, 2019
Raymond James' senior vice president of Education and Practice Management, David Patchen,provided growth strategy advice for financial advisors.
Raymond James Plans 'Match.com' for Retiring Advisors and Successors
Financial Advisor IQ | May 3, 2019
Raymond James Private Client Group President Scott Curtis and VP of Succession Planning and Acquisition Consulting Robert Goff discussed a new offering to help connect potential buyers and sellers.
Raymond James Names Private Client COO, Boosts Profits
ThinkAdvisor | April 25, 2019
Kim Jenson was named Private Client Group Chief Operating Officer. ThinkAdvisor recaps the firm's latest earnings results.
Regional Firms Provide an Alternative to Wirehouses
InvestmentNews | March 27, 2019
Danny Sarch, founder and owner of Leitner Sarch Consultants, discussed the appeal of regional firms to prospective advisors.
Secret Trips to Raymond James? Why Advisors from Rival Firms Tour its HQ
On Wall Street | March 26, 2019
On Wall Street provided insight into Raymond James' home office visit process for prospective advisors.
How to Advise Advisors When It's Their Turn to Retire
ThinkAdvisor | March 14, 2019
Robert Goff, vice president of the Succession & Acquisition Consulting Group, recapped advice from former advisors about their transitions to retirement.
10 Hot Investment Themes for 2019: Raymond James
ThinkAdvisor | February 15, 2019
Larry Adam, chief investment officer of Raymond James Private Client Group, shared his ten investment themes for the year.
Helping Clients Overcome Emotional Biases
InvestmentNews | January 16, 2019
David Patchen, senior vice president of Private Client Group Education and Practice Management, shared ways advisors can help clients overcome emotional biases.
Regional Broker-Dealers Quietly Making Comeback Now
InvestmentNews | December 15, 2018
InvestmentNews reports on firms' successful recruiting and growth, including Raymond James.
Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients' Kids
Financial Advisor IQ | December 4, 2018
Frank McAleer, senior vice president of wealth, retirement and portfolio solutions at Raymond James, discusses the firm's longevity planning resources.
Giving & Getting Back: Raymond James
ThinkAdvisor | November 28, 2018
Investment Advisor highlights how ICD President Jodi Perry and Raymond James-affiliated advisors Tyson Ray and Todd Sanford give back to their communities.
Deutsche Bank Executive Will Be First CIO of Raymond James' Private Client Group
Wealth Management | November 20, 2018
Larry Adam joined Raymond James as Chief Investment Officer of the firm's Private Client Group.
The ABCs of Structured Annuities
ThinkAdvisor | October 25, 2018
Scott Stolz, senior vice president of Private Client Group Investment Products and Wealth Solutions, discusses structured annuities.
Industry's Need for More Female Advisors Takes Center Stage at Event
ThinkAdvisor | October 25, 2018
ThinkAdvisor recaps Raymond James' 24th annual Women's Symposium.
Tips for Getting Referrals and Finding New Clients, from Top Advisors
ThinkAdvisor | October 2, 2018
Raymond James advisors share their experience and advice at a top advisors panel at the 24th annual Women's Symposium.
Time to Get Inspired by Incredible Advisors
InvestmentNews | September 29, 2018
InvestmentNews featured the finalists and winners of the Invest in Others Awards. Raymond James Financial was a finalist in the Corporate Philanthropy category and Raymond James advisor Sacha Millstone was named this year's Volunteer of the Year.
3 Top Succession Strategies for Advisors: Which One's Right for You?
ThinkAdvisor | September 10, 2018
Robert Goff, vice president of the Succession & Acquisitions Consulting Group, discusses three common succession planning strategies.
Broker Protocol Stance Bolsters Raymond James
Barron's | September 4, 2018
Advisors cite Raymond James' stance on the protocol as an important differentiator.
How Raymond James is Knocking Recruitment Out of the Park
Financial Advisor IQ | September 4, 2018
Financial Advisor IQ delves into Raymond James’ successful recruiting. Scott Curtis, president of Raymond James’ Private Client Group discusses the firm’s continued commitment to practice ownership for financial advisors.
Raymond James Attracting Advisors as Migrations Mushroom
Financial Advisor | August 10, 2018
Scott Curtis, president of Raymond James’ Private Client Group, and Jodi Perry, president of the Independent Contractor Division, discussed the firm’s successful recruiting.
Raymond James’ Recruiting Push is ‘Firing on All Cylinders’: Exec
ThinkAdvisor | July 27, 2018
ThinkAdvisor recapped Raymond James’ third quarter fiscal 2018 earnings results. “We continued to retain and attract high-quality financial advisors across all of our affiliation options,” according to CEO and Chairman Paul Reilly. “We are on track for record financial advisor recruiting results in fiscal 2018.”
Aggressive Recruiting Boosts Raymond James Advisor Ranks to New Record
Financial Planning | July 26, 2018
Financial Planning recapped Raymond James’ ongoing recruiting success.
I Am a Professional Woman, Not a Woman Professional
InvestmentNews | July 13, 2018
Raymond James Executive Vice President of Technology and Operations Bella Allaire discussed her upbringing, career and her wish for the women in our industry at the 2018 Women Adviser Summit.
Raymond James Names Scott Curtis to Head Private Client Business
InvestmentNews | June 29, 2018
InvestmentNews recapped key leadership appointments at Raymond James.
Raymond James Shuffles Leadership as Financial Advisors Weigh in on Workplace Satisfaction
Tampa Bay Business Journal | June 29, 2018
Key executives at Raymond James take on new roles and responsibilities. The firm's independent and employee broker/dealers received top scores from financial advisors on workplace satisfaction.
Broker-Dealer Reference Guide
ThinkAdvisor | May 29, 2018
Raymond James Financial Services was ranked a top independent broker/dealer by revenue in Investment Advisors' annual broker-dealer reference guide.
Industry Needs More Women Advisors
Financial Advisor | May 9, 2018
Raymond James financial advisor Sarah Boston discussed ways we can attract more women to the financial services industry.
Raymond James Promotes 20-Year Company Veteran to New IBD Post
Financial Planning | May 3, 2018
Raymond James Financial Services promoted Jodi Perry to serve as National Director of the Independent Contractors Division.
Raymond James Longevity Planning Resources: Good for Clients, Great for Advisors
ThinkAdvisor | April 19, 2018
Raymond James launched a suite of tools to help advisors meet clients’ longevity planning needs.
Time for Broker Protocol 2.0, says Raymond James's Elwyn
On Wall Street | April 13, 2018
Tash Elwyn, president of Raymond James & Associates, Private Client Group, discussed Broker Protocol, recruiting, and the need for more diversity in our profession.
Top takeaways from Raymond James Black Financial Advisors' latest event
ThinkAdvisor | March 27, 2018
Tony Barrett, Raymond James complex manager and Black Financial Advisors Network (BFAN) co-founder, recaps the latest BFAN event.
Team of African-American advisers making great strides, one inspiration at a time
InvestmentNews | March 24, 2018
Tash Elwyn, President of Raymond James & Associates Private Client Group, discusses Raymond James’ diversity efforts.
Raymond James: Staying in Protocol cuts confusion for clients
Financial Advisor IQ | March 12, 2018
Raymond James Financial is sticking to the Protocol for Broker Recruiting to support both their advisors and their clients, says Tash Elwyn, president of Raymond James & Associates Private Client Group.
Raymond James: Broker Protocol good for advisors, clients
Barron’s | March 12, 2018
Tash Elwyn, president of Raymond James & Associates Private Client Group, discusses how the protocol supports both advisors and their clients.
Raymond James adds 2 recruiters in West
ThinkAdvisor | March 9, 2018
With growing interest from prospective advisors, particularly in the West, Raymond James Financial Services announced two additions to the advisor recruiting team.
Asset growth at regional BDs outpace the pack
On Wall Street | December 19, 2017
According to Cerulli, Raymond James saw the most growth among broker-dealer networks with $100 billion or more in assets.
18 people advisors should watch in 2018
Bank Investment Consultant | December 15, 2017
Tim Killgoar, senior vice president and head of Raymond James Financial Institutions Division, was recognized as a person to watch by Bank Investment Consultant.
The 'broker protocol' is good for investors and needs to be strengthened
CNBC online | December 8, 2017
Tash Elwyn, president of Raymond James & Associates, Private Client Group, shared his thoughts on the broker protocol and why it should be strengthened.
Courting HNW clients in the Music City
Bank Investment Consultant | December 6, 2017
Bank Investment Consultant featured Brock Kidd, a bank advisor affiliated with Raymond James Financial Services Financial Institutions Division.
Raymond James executives call on industry to keep broker protocol
InvestmentNews | November 17, 2017
Raymond James executives reiterate the firm's position on the Protocol for Broker Recruiting in a letter to the profession.
How to create a culture of awareness and support
InvestmentNews | November 16, 2017
Michelle Lynch, vice president of Raymond James' Network for Women Advisors, discussed ways Raymond James has created a culture of support for women advisors.
Raymond James' RIA Unit Is on a Roll
ThinkAdvisor | November 3, 2017
ThinkAdvisor recaps the firm and division's success.
Raymond James Defends Broker Protocol amid Doubts about Its Future
On Wall Street | November 1, 2017
Raymond James reaffirmed its commitment to the Broker Protocol.
Want To Please Clients And Prospects? Try the Gourmet Approach
Financial Advisor | October 12, 2017
Successful Raymond James advisors discuss ways they have built their businesses at the Raymond James Women's Symposium.
Largest Women's Symposium Ever, Yet Percentage of Women Hasn't Budged
ThinkAdvisor | October 12, 2017
ThinkAdvisor highlights Raymond James' 23rd annual Women's Symposium.
Video: The Toughest Challenge New Advisors Face
On Wall Street | October 5, 2017
Raymond James Complex Manager Tony Barrett discussed what financial advisors should know before entering the business.
Video: 'At What Point Do I Not Feel Like Every Day is So Full of Pressure to Make It?'
On Wall Street | October 5, 2017
Raymond James Complex Manager Tony Barrett discussed what having a mentor meant to him as a young advisor.
How Advisors are Changing Their Industry for The Better
On Wall Street | October 2, 2017
Raymond James' Tony Barrett and advisor Adele Gipson discuss their experiences and advice for young advisors.
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.
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.
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.
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.