Raymond James Financial

The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.

Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.

The wirehouse advisors joined the firm's independent broker-dealer.

The firm has cast a wide recruitment net, luring practices large and small.

17 great reads planners recommend to their colleagues and clients.

The moves comes amid uncertainty about the future of the Broker Protocol.

The independent firm affiliated with Raymond James has been on a recruiting tear this year.

The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.

The company has been benefited from aggressive recruiting, with its advisor headcount hitting a record 7,346.

The firm continues to expand in South Florida by adding a primarily fee-based advisor.

The partners took a different path than most in launching their own franchise practice.

The fast-growing firm has added 300,000 square feet of office space to its headquarters.

The fast-growing independent firm has picked up more than two dozen advisors this year.

When hit with an increase, clients are urged to pony up but reducing benefits and terminating policies are options too.

The move is the latest in a series of departures from the wirehouses to smaller independent firms.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Clients are looking to be reassured about the security of their data.

The firm is continuing its recruiting push by adding a new team in southeast Georgia.