Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual downward turn
Connected Advisor, will use similar technology to robo-advisors to automate tasks that will help advisors manage their businesses more efficiently
All of 3Macs’ 72 investment advisors have signed retention agreements to stay on with the firm once its merger with Raymond James is official
The well-known Montreal-based brokerage firm will continue to operate under the 3Macs brand as a division of Raymond James following the closing of the deal
The brokerage firm has hired Ross Prokopy from GMP Securities to enhance the capabilities of the Raymond James energy team
The brokerage firm has hired Jim Tower to lead its new power and infrastructure investment-banking business
The Canadian arm of Raymond James is looking for financial advisors to boost its wealth-management business. Mario Addeo and Richard Rousseau are putting out the welcome mat
Raymond James has launched a new program to find and train advisors who can get up to speed quickly and eventually take over from advisors on the brink of leaving the business
Terry Hetherington assumes new role within firm’s private client group