Feld also took the time to speak with Financial Planning about his vision for his new role, how Raymond James is using AI now and in the future, security and more. This interview has been lightly ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Elwyn sat down with Financial Planning to discuss Raymond James' recent decision to stop reporting quarterly advisor headcounts, how firms seeks to "retain" advisors rather than "detain" them and ...

Advisor Russell Cappelen and practice business manager Diane Nelson joined Raymond James & Associates, the firm's employee advisor channel, in Vero Beach. Their Cappelen Wealth Management of Raymond ...

They joined the company’s employee channel, Raymond James & Associates. Moll, a Certified Financial Planner who had been with Merrill Lynch since 1989, says her new employer offers a compelling ...

Stifel Financial recruited a former Raymond James Financial financial advisor team that oversaw $1.35 billion in client assets. The Greer Financial Group joined Stifel in a new office in Macon, Ga.

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.