Latest updates for Raymond James Investment Management

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Recent items include:

  • Raymond James reports 17% Y/Y growth in client assets for July
  • Raymond James Keeps Poaching Advisors From Wall Street's Biggest Firms. Here's Why That Matters for the Stock.
  • Raymond James Lures $1B Califoria Team From Stifel

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seekingalpha.com /2 weeks ago

Raymond James reports 17% Y/Y growth in client assets for July

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fool.com /1 month ago

Raymond James Keeps Poaching Advisors From Wall Street's Biggest Firms. Here's Why That Matters for the Stock.

Raymond James makes money by helping others manage their money, so more money is more better.

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wealthmanagement.com /1 month ago

Raymond James Lures $1B Califoria Team From Stifel

KWM Wealth Advisory is based in Pasadena and also has a presence in Honolulu. Team leaders said they were attracted by Raymond James’ focus on technology.

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wealthmanagement.com /1 month ago

Raymond James Adds $5.4B Team From Comerica

The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.

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wealthmanagement.com /1 month ago

Raymond James Recruits $1.1B Team From Baird

The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.

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financial-planning.com /1 month ago

Raymond James on track to top advisor recruiting record, CEO says

Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.

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seekingalpha.com /1 month ago

Carillon Chartwell Small Cap Value Fund Q2 2026 Commentary

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investing.com /1 month ago

Bristol-Myers Squibb stock rating held at Market Perform by Raymond James

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seekingalpha.com /2 weeks ago

Carillon ClariVest International Stock Fund Q2 2026 Commentary

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seekingalpha.com /1 month ago

Carillon Chartwell Short Duration High Yield Fund Q2 2026 Commentary

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investing.com /2 weeks ago

Raymond James cuts Weave Communications stock rating on buyout deal

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financial-planning.com /1 month ago

As asset managers chase advisors, Clark Capital says it was there first

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

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wealthmanagement.com /1 month ago

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

KPM Wealth Advisory Group had been with Stifel for 10 years before moving to RBC Wealth.

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wealthmanagement.com /1 month ago

People Moves: Cetera Hires RIA Execs from Raymond James, Primerica

Also, merchant bank Valeon hires a managing director from Houlihan Lokey, Verdence brings on a financial planning head, and Credent Wealth adds AssetMark’s CEO to its board.

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seekingalpha.com /2 weeks ago

Carillon ClariVest International Stock Fund Q2 2026 Portfolio Update

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roi-nj.com /2 weeks ago

SAX Wealth Advisors acquires Lighthouse Financial and $350M in managed assets

SAX Wealth Advisors, a leading independent wealth management firm with offices in New Jersey and part of SAX Advisory Group, publicly announced Aug. 21 the acquisition of Lighthous...

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u.today /1 month ago

XRP ETF Gains Investment From Kansas-Based Wealth Manager

Kansas-based wealth manager Leisure Capital Management has disclosed a $206,000 investment in Franklin Templeton's XRP ETF.

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wealthmanagement.com /1 month ago

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

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cnbc.com /1 month ago

Buy the dip on this drone stock set for big gains ahead, says Raymond James

The firm upgraded the drone maker to outperform from market perform.

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natlawreview.com /1 month ago

Investment Management Client Alert July 2026

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investmentweek.co.uk /4 weeks ago

AJ Bell Investments hires Michael Sawh as senior portfolio manager

AJ Bell Investments has hired Michael Sawh as a senior portfolio manager, reporting to head of investment solutions James Flintoft.

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cnbc.com /1 month ago

Ralph Lauren has momentum on its side heading into earnings, Raymond James says

The investment firm upgraded the apparel maker to outperform from market perform.

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seekingalpha.com /1 month ago

RF Capital Management July 2026 Investor Letter

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cnbc.com /2 weeks ago

Buy this semiconductor stock that could soon overtake Intel in CPU market, Raymond James says

The investment firm upgraded the semiconductor name to strong buy from outperform.

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seekingalpha.com

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u.today

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