Updated Monday, August 31, 2015 as of 9:48 PM ET
A Growing Network: Raymond James to Hold 21st Women's Symposium
Originally a small group of female financial professionals, the firm's annual event for women advisors expects more than 260 participants.
More in Regionals
The regional brokerage lured away three recruits from rivals Wells Fargo and Raymond James. more »
The new recruits joined the firm's employee and independent channels. more »
Stifel CEO Ronald Kruszewski remains upbeat about his latest acquisition of Barclays' wealth management unit despite rising advisor attrition, telling analysts that "it will still be a wonderful deal from a shareholder perspective." more »
The regional broker-dealer's newest branch manager also worked as a complex director for Merrill Lynch. more »
The 25-year veteran will fill a newly created position overseeing trading activity for the firm's wealth management and capital markets business. more »
The Canadian bank's U.S. brokerage landed two brothers who spent a decade working for the regional broker-dealer. more »
Recruits with a combined $3.3M in production leave Morgan Stanley and Ameriprise, bound for the Swiss-owned brokerage. more »
A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel. more »
Since last month, Morgan Stanley has lost about a dozen advisors overseeing more than $1.6 billion in client assets to rival wirehouses and regional B-Ds. more »
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel. more »
A $1.6 million producer left J.P. Morgan to rejoin the Canadian bank's U.S. brokerage. more »
The firm reported solid growth and record advisor productivity in its wealth management business. more »
Recruiting stayed strong as Raymond James reported a 6% increase in quarterly profits for its wealth management unit year over year. more »
The July Issue is now online!


Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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