Tag: Raymond

Raymond James' net new assets surged in its latest quarter, but so did its costs related to recruiting and retaining ...

Unlike at other firms, cross-selling bank offerings like loans to wealth management clients isn't mandatory at Raymond James, says CEO ...

LPL Financial's acquisition of Commonwealth Financial Network continues to provide a rich recruiting vein for Raymond James, which recently pulled ...

Raymond James CEO Paul Shoukry says his firm has become expert at recruiting advisors who don't leave "every seven to ...

Raymond James is expanding its investment banking capabilities with the launch of a dedicated employee stock ownership plan (ESOP) advisory ...

Raymond James reported Wednesday that it spent just over $390 million in 2025 on recruiting and retaining advisors — the ...

Wells Fargo is building out its independent channel with two wealth management teams and a separate advisor managing a combined ...

Raymond James has swooped in to claim a large part of a Merrill team in Maryland.Meanwhile, Wells Fargo and Raymond ...

With Paul Shoukry's elevation to the top of Raymond James is coming a nice little pay bump.Processing ContentShoukry, who took ...

Two well-known industry executives have stepped away from Raymond James' independent channel following the firm's bumper year for recruiting.Shannon Reid, ...