Updated Wednesday, July 30, 2014 as of 9:09 AM ET
Raymond James Aims to Tackle 'New Normal' For Longevity
NASHVILLE, Tenn. -- Raymond James is launching a new education campaign to arm the firm's advisors with tools and techniques based on research from MIT's AgeLab.
"It's about spreading best practices," says Patrick O'Connor, senior vice president of wealth retirement and portfolio solutions at Raymond James.   more »
More in Regionals
As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture. more »
Record quarterly profits of $122.7 million were boosted in part by the performance of the regional firm's private client group. more »
Midwest assistant regional director Matt Ransom has been promoted to vice president of new financial advisor training and development for its HNW education and practice management team. more »
Raymond James has lured away two advisors managing $100 million in client assets from UBS. more »
Baird and McAdams Wright Ragen will combine offices in Portland, Ore., following Baird's recent acquisition of the Seattle-based broker-dealer. more »
Benjamin F. Edwards grabbed nearly a dozen advisors and opened offices in three states. more »
D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth. more »
Raymond James & Associates lured away a UBS advisor team managing $575 million in assets. more »
With the acquisition of broker-dealer McAdams Wright Ragen complete, Baird has grown to more than 800 advisors and $125 billion in assets. more »
Ameriprise enticed away a Morgan Stanley advisor who generated $1 million in annual revenue, according to a spokesman for the regional broker-dealer. more »
OnWallStreet's annual ranking of top wirehouses and regional broker-dealer firms in the employee advisory channel gives an encouraging snapshot of the wealth management industry. This year’s analysis from surveys and both corporate and public filings shows growth across the board. more »
OnWallStreet's annual ranking of the wealth management industry's top wirehouses and regional broker-dealers shows continued growth at these firms but they still face challenges growing their business. See which firms ranked highest and how the industry's leaders plan to stay on top. more »
For clients, is one type of firm, business model or fee structure better than another? more »
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