Margarida Correia

Company veteran LeAnn Rummel will step into the role of president of its bank business; Catherine Bonneau will remain as CEO.

A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.

James Dunlap will continue in his role leading the bank's private wealth businesses as the company prepares for the acquisition of FirstMerit Corp. in the third quarter.

The New Jersey bank moved its investment services program to Raymond James after a 14-year relationship with Essex Securities.

The firm's relatively modest-sized army of advisers is more productive than any of its competitors. In 2015, the average Raymond James adviser produced $387,733, beating Cetera, its closest rival, by more than $56,000.

The industrywide gain in fee income is a welcome development given the new fiduciary rule--see how firms are preparing for new regulations as well as new competition.

Applying for Social Security benefits before clients turn 66 doesn’t necessarily mean they will get them then.

Back Social Security benefits are often overlooked – how to help clients collect.

The firm has named two executives to newly created positions to help build on the momentum it says it has developed in serving clients in the western U.S.