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Raymond James Financial
Must clients choose retirement savings or paying student debt?
Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.
Answering the Equifax question
Clients are looking to be reassured about the security of their data.
Their father worked for Raymond James, but 3 sisters quit for Ameriprise
The father of the $141 million team worked for Raymond James for 12 years.
FP50 2017: Which IBDs made the most in annuity sales?
See which firms took in the most revenue last year amid an industry-wide slump.
$5B firm drops Pershing for Raymond James as custodian
Capitol Securities Management says it wanted a partner with more retail brokerage experience.
FINRA gets nod to streamline competency exams
The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.
Video
The toughest challenge new advisors face
Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.
Video
‘At what point do I not feel like everyday is so full of pressure to make it?’
For young advisors, coping with the emotional ups and downs of the business is a big hurdle, says Raymond James Complex Manager Tony Barrett.
Advisors on the Move: Wirehouses lose 12 teams with over $3.5B
Independent and regional firms have been maintaining strong appeal with new recruits.
RIAs ‘ripe for consolidation’
A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.
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