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Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.
August 15
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Net revenue for the Private Client Group reached a new height of $2.42 billion, an 11% jump from the same quarter last year.
July 25
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The initial suite of ETF products available on the platform will all be actively managed.
July 19
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An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.
July 10
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Carver Financial Services CEO Randy Carver cuts through the clutter of new AI tools to list the most useful his firm uses to spend more time with clients than the tech.
June 26
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As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23
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The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.
May 21
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Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.
May 9
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Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.
May 2
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In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
April 25
