Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

This was the stock's fourth consecutive day of gains.

Market indexes and investment data provider MSCI (MSCI) was upgraded at Raymond James on "traits that merit a premium valuation".

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

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

Newmont Corporation (NYSE:NEM) has attracted significant hedge fund interest, making it one of the 11 Best Mineral Stocks to ...

CEO Paul Shoukry struck an optimistic tone, saying that tariff shock is abating and the pipeline for investment banking and ...

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 ...

In his comments to analysts, CEO Paul Shoukry alludes to - but does not name - Commonwealth Financial as a factor.

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

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.