Raymond James & Associates Inc.
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Raymond James signs off on sign up makeover
Raymond James Financial Services Inc. plans to improve the process its advisers use to sign on new customers, according to the independent broker-dealer's president. At the opening of the firm's national adviser conference in Dallas, Scott Curtis said the firm, which has 3,200 financial advisers
So long, Morgan Keegan
Raymond James Financial Inc. has completed the integration of Morgan Keegan advisers and their clients to the company's technology platform ten months after closing on the acquisition of the brokerage. It simultaneously announced the retirement of the Morgan Keegan & Co. Inc. brand a year ahead of
Jeffrey Saut: Why the U.S. is in its best position in years
The following is an excerpt from the commentary of Jeffrey Saut, Chief Investment Strategist and Managing Director of Equity Research at Raymond James & Associates, for Monday, Sept. 24. To read the full commentary, click here.
Raymond James rolls out fully integrated version of MoneyGuidePro
Raymond James is going to continue scoring big points with their advisers, both internal and independent with availability of its Goal Planning & Monitoring software powered by MoneyGuidePro from PIEtech, Inc.
Saut: Recession fears will abate
The following is an excerpt from the commentary of Jeffrey Saut, Chief Investment Strategist and Managing Director of Equity Research at Raymond James & Associates, for Monday, July 2. To read the full commentary, click here.
Crunch time for Europe
The following is weekly market commentary provided by Raymond James & Associates.
RJ boss on MK deal: Right fit, right time
Reilly says he preferred internal growth but was swayed by similarity in culture between two firms
Forethought at forefront as RJ pulls plug on Hartford annuities
Now that The Hartford Financial Services Group Inc. has decided to sell its annuity operations to Forethought Financial Group, Raymond James is dropping Hartford annuities as one of its sales optionsScott Stolz, president of Raymond James Insurance Group, confirmed that the broker-dealer sent
MK deal closed — and the rejiggering starts at Raymond James
Just a week since the acquisition was finalized, RJ announces appointments and promotions
It's official: Raymond James closes on Morgan Keegan deal
Raymond James Financial Inc. completed the acquisition of Morgan Keegan & Co. Inc. today. The final price tag on the deal is $1.18 billion. The initial offer was $930 million. The acquirer also agreed to a stipulation where Morgan Keegan would pay its former parent, Regions Financial Corp., a $250
Morgan Keegan advisers plan to stay with Raymond James
Morgan Keegan & Co. Inc. advisers appear comfortable with the idea of becoming part of Raymond James Financial Inc.
Pair of top Morgan Keegan advisers fly the coop
Duo leave ahead of merger with Raymond James; 'wouldn't have left in a million years'
RJ says that RIA custody is a 'strategic imperative'
"SERIES OF CHANGES' Will Raymond James be able to cut off a bigger slice of the custodial pie? That challenge is now in the hands of William Van Law, former head of recruiting at the company's independent-broker-dealer operation, who last week was put in charge of Raymond James' Investment Advisor
Regions may raise $700M to repay TARP: Analysts
Regions Financial Corp. may sell $700 million of shares to repay a government bailout, less than analysts predicted.
More rejiggering as RJ looks to gin up custody business
Van Law taking over operation, which will become stand alone unit; 'significant opportunities'
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Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews