Raymond James Rewired Advisor Support Before Its Recruiting Boom
Raymond James promoted Doug Brigman and Michelle Lynch as advisor support became central to recruiting, succession, fee-based growth and practice scale.
Raymond James Won $863M In Three Days. The Teams Were Not Buying The Same Model.
Raymond James added $863M from RBC, Wells Fargo and Thrivent in three days, using different channels to attract three very different practices.
FSI, IRI And NAIFA Fought New Jersey’s Contractor Rule. They Won Changes, Not The Carve-Out.
Farther added 27 advisors across 15 states while Raymond James recruited a $300M Wells Fargo team, showing two different paths to wealth growth.
New Jersey’s Advisor Rule Takes Effect Oct. 1. The Industry Still Wants An Exemption.
New Jersey’s ABC worker rule takes effect Oct. 1 as financial firms push for an advisor carve-out and lawmakers weigh S2782.
A $1.7B UBS Team Joined RBC. The Bigger Shift Is Happening Inside Employee Advice.
RBC added a $1.7B UBS team while LPL’s Linsco recruited $870M from Baird, showing how employee wealth models now compete on autonomy and scale.
Commonwealth Disruption Gave Raymond James A Recruiting Opening
Raymond James’ strongest recruiting outlook since 2008 shows how Commonwealth disruption, advisor choice and culture drive advisor moves.
Stifel Wants More Than Spring Mountain’s $1B. It Wants A Growth Playbook
Stifel hired Merrill veteran Launny Steffens as vice chairman of asset management, adding Spring Mountain assets and strategic reach.