In the News
2 CEOs Warn of 'Retirement Tsunami' in Advisory Industry in Advisory Industry
ThinkAdvisor | October 14, 2019
Raymond James & Associates president and CEO Tash Elwyn weighs in on the future of wealth management.
Growing Your Practice Beyond You
InvestmentNews | Octobr 14, 2019
Vice President of New Financial Advisor Development Matt Ransom shares advice on intentional hiring and teaming.
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.