by Patrick M. Kelly | Oct 1, 2013 | Raymond James
Raymond James is looking to deliver on their objective of establishing a number of new RJA offices in the western part of the country. They currently have 10 offices in California and recently hired a former Morgan Stanley manager, David Wright, to open its first...
by Patrick M. Kelly | Aug 19, 2013 | Financial Services Industry, Raymond James
Raymond James Financial has launched “Portfolio Management Center” (or PMC), a portfolio management and research tool for its employee and independent-channel advisors. The company announced on July 30, that PMC, which is part of the firm’s Advisor Access platform, is...
by Patrick M. Kelly | Aug 8, 2013 | Raymond James
“Quite frankly the best market that we’re not in is that Seattle market,” John Kuklenski, the divisional director of Raymond James’ north central division, said to Mason Braswell, reporting for OnWallStreet.com. “Our highest priority is to establish a presence out...
by Patrick M. Kelly | Apr 9, 2013 | Financial Advisor Job Recruits, Financial Recruiters, Raymond James
Bill Willis, Founder and President of Willis Consulting, Inc, presents an insider’s look at the “home office visit” requirement for new financial advisors joining Raymond James. Making the tour himself at the headquarters in St Petersburg FL, Bill learned the...
by Patrick M. Kelly | Mar 27, 2012 | Job Market, Raymond James
OnWallStreet’s Lori Konish reported on March 22, that 600 Morgan Stanley financial advisors were offered retention incentives to remain with Raymond James after the acquisition two months ago. Of those, 98% have agreed to stay, a pleasant surprise as noted by COO...