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The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.
August 4
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Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.
August 3
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The California TAMP's latest financial report includes new milestones for revenue, platform asset and net income.
August 3
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The strong market thus far in 2023 has some concerned about a possible sell off.
July 30
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The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.
July 28
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As revenues fell for other companies, Raymond James' earnings reached new heights — including for its wealth management division.
July 27
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The company enjoyed "another strong quarter overall, led by continued growth of our wealth management business," CEO Jim Cracchiolo said.
July 27
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In the second quarter of 2023, Stifel's profits were down from last year — except for its Global Wealth Management unit, which saw record growth.
July 26
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Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.
July 25
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In an interview, Chairman David Karr discussed the firm's financial advisor training and recruiting approach and embrace of "supported independence."
July 24
