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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Raymond James & Associates

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

Advisors’ desire for greater agency in serving clients and growing their businesses is driving growth toward regional firms like Raymond James & Associates. Tash Elwyn, President and CEO, discusses how choice is the foundation of the firm’s culture.

Another Team with a $600-Mln-Plus Book Leaves Merrill in Greenville, SC

Another Team with a $600-Mln-Plus Book Leaves Merrill in Greenville, SC

Louis Diamond Quoted – By Miriam Rozen, AdvisorHub – A five-person Greenville, South Carolina team, led by two Merrill Lynch lifers, left the wirehouse for Raymond James & Associates on September 29, according to their new firm’s website and BrokerCheck records.

Team managing $1.2 billion at UBS joins Raymond James

Team managing $1.2 billion at UBS joins Raymond James

By InvestmentNews – A team of advisers that managed $1.2 billion in client assets at UBS in Overland Park, Kansas, is joining Raymond James & Associates, the broker-dealer’s employee adviser channel.

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
  • Should FAs Be Tested for Cognitive Decline?
  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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