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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Raymond James Financial Services

Steward Partners Snatches $420M Merrill Team

Steward Partners Snatches $420M Merrill Team

By Alex Padalka, Financial Advisor IQ – Steward Partners Global Advisory, an employee-owned independent partnership associated with Raymond James Financial Services, says it has nabbed more Merrill Lynch advisors.

$3.1-Mln Merrill Team Shifts to Steward in Wisconsin

$3.1-Mln Merrill Team Shifts to Steward in Wisconsin

By Mason Braswell, AdvisorHub – A three-broker Merrill Lynch team that had generated around $3.1 million in trailing-12 month revenue in Wisconsin left the wirehouse on Tuesday to join Steward Partners, an independent firm that clears through Raymond James Financial Services.

Raymond James Reels in $2 Mln Florida Team from Merrill

Raymond James Reels in $2 Mln Florida Team from Merrill

By Jake Martin, AdvisorHub – A solo advisor who had built a $279 million book as a broker at Merrill Lynch and other large brokerage firms has left the wirehouse world to start his own practice affiliated with Raymond James Financial in Ponte Vedra Beach, Florida.

Controlling My Destiny: Insights from a $300M UBS Breakaway

Controlling My Destiny: Insights from a $300M UBS Breakaway

Former UBS advisor Lori Siegel CFP of Centrix Wealth Partners talks about her first year of independence, forming Centrix Wealth Partners with Raymond James Financial Services, and how the ability to control their own destiny was a powerful driver.

After 52 Years at Merrill, Duo Producing $7.5 Million Goes Indie with RayJay

After 52 Years at Merrill, Duo Producing $7.5 Million Goes Indie with RayJay

By Mason Braswell, AdvisorHub – Two lifetime Merrill Lynch brokers in Alexandria, Virginia, who said they had been generating around $7.5 million in annual revenue have affiliated with Raymond James Financial as independent contractors.

Advisor as Client: The Raymond James Model of Supported Independence

Advisor as Client: The Raymond James Model of Supported Independence

Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.

Raymond James Poaches $300 Million FA Team from UBS

Raymond James Poaches $300 Million FA Team from UBS

By Alex Padalka, Financial Advisor IQ – After slow growth in its advisor ranks in the first quarter and several departures in April, Raymond James has lured a pair of advisors from UBS, Raymond James says.

4X Growth in 3 Years: A Regional Breakaway Success Story

4X Growth in 3 Years: A Regional Breakaway Success Story

Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search of more freedom and flexibility to grow his business. And grow he did: from $300mm in AUM to $1.2B in just a few short years.

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