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Meanwhile, RJA, the employee advisor channel of Raymond James, has welcomed Tom Kreuzer in Beverly Hills, California.
The latest appointments feature a strategic succession in its asset management division and one promotion to a newly created ...
Effective Oct. 1, firm veteran Doug Brigman will take over the role of president of asset management services, tasked with leading the firm's fee-based platform, Raymond James said in a Tuesday ...
Raymond James Wealth Management and Charles Stanley have appointed Kim Jenson as interim CEO, subject to regulatory approval.
Last month, Raymond James said it lured a team of Morgan Stanley financial advisors in West Virginia who manage $465 million. And in January, a father-son advisor team overseeing more than $440 ...
Raymond James has landed a longtime trio of advisors in Scottsdale, Ariz., that managed $828 million in client assets for RBC.
Raymond James has added to its employee advisor channel a longtime CUSO Financial Services advisor in Pasadena, Calif., who previously managed $365 million in client assets. Jason Torrey-Payne ...
Raymond James is bolstering its commitment to deliver a best-in-class platform for financial advisors in support of their clients with the announcement of two leadership appointments. The firm’s ...
Wealth management firms could convert so-called do-it-yourself investors into full-service clients — if ... For the advised clients, Raymond James jumped to No. 1 in the rankings for this ...