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Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.
October 16 -
These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.
September 12 -
Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.
September 11 -
The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.
August 30 -
Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.
August 28 -
Raymond James had scored the big team in May, before Securian's sale of its retail wealth business to Cetera closed.
August 28 -
As revenues fell for other companies, Raymond James' earnings reached new heights — including for its wealth management division.
July 27 -
The hybrid RIA is "out of the woods" after completing its giant custodial and brokerage transition in recent months, CEO Nate Lenz tells FP.
July 18 -
State regulators accused the wealth management giant of charging customers commissions of $75 or more for small equities transactions.
July 11