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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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.
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.
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.
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.
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.
Carillon Chartwell Small Cap Value Fund Q2 2026 Commentary
Bristol-Myers Squibb stock rating held at Market Perform by Raymond James
Carillon ClariVest International Stock Fund Q2 2026 Commentary
Carillon Chartwell Short Duration High Yield Fund Q2 2026 Commentary
Raymond James cuts Weave Communications stock rating on buyout deal
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."
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.
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.
Carillon ClariVest International Stock Fund Q2 2026 Portfolio Update
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...
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.
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...
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.
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.
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.
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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