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The firm plans to announce enhancements to its asset management services in the next 12 to 18 months, including expanded model portfolios and SMA strategies.
Raymond James also said the majority of its $1.1 billion annual technology spend was going toward its private client business, including the rollout of AI agent Rai.
Raymond James said it has closed a dozen investments and has 100 advisors in talks about a capital raise as part of its year-old program.
Raymond James spent more than $100 million to recruit and retain advisors in its latest quarter. CEO Paul Shoukry says he'd rather do that than buy another firm.
Raymond James highlighted artificial intelligence spending and tools for advisors at its annual conference in Las Vegas.
The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.
Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynast...
An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial resp...
The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.
The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hir...
On Holding is trading at a discount, but it is poised to power through potential headwinds tied to its leadership shakeup and macroeconomic uncertainties, per Raymond James.
Section 205(a)(1) of the Advisers Act generally prohibits an investment adviser from entering into an investment advisory contract that charges a performance-based fee – i.e., comp...
In addition, Charlotte-based GCG Advisory adds a St. Louis-based RIA, Cetera lands an Osaic team and Raymond James draws a $450 million team to its independent channel.
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