The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global ...

The new recruits are advisors Jerry Kleber, Raz Bracha and Leah Pattison who lead Summit Financial & Insurance Services in ...

UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth ...

Discover Raymond James Financial's Q3 2025 performance milestones: record $1.57T client assets, 15% fee-based growth, and 9% fee hike projection for Q4.

We view Raymond James’ strategy as appropriate. The firm is judiciously focusing on its wealth management franchise, utilizing its relative strength to fuel growth across its other business segments.

Raymond James posted a Q3 FY25 bottomline miss, but long-term topline goals remain achievable with strength in key units.

The total assets under administration for the segment is $1.57 trillion, which represents an increase of 11% over June 2024 and 7% over March 2025. In addition, its fee-based accounts assets are ...

Profitability was affected by legal expenses and higher costs, while growth in key client assets and segments remained solid. The quarter provided a mixed picture, highlighting strong top-line ...

Raymond James said quarterly revenue for its private client group segment was up 3% to $2.49 billion and its capital markets revenue was up 15% from last year to $381 million. Both the company's asset ...