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New Jersey Financial News
Articles
About
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Articles
About
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Raymond James Rewired Advisor Support Before Its Recruiting Boom
Wealth Management Charles Cooke 8/20/26 Wealth Management Charles Cooke 8/20/26

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.

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Raymond James Won $863M In Three Days. The Teams Were Not Buying The Same Model.
Wealth Management Charles Cooke 8/20/26 Wealth Management Charles Cooke 8/20/26

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.


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Raymond James Is Turning Commonwealth’s Northeast Into A Recruiting Corridor
Wealth Management Charles Cooke 8/18/26 Wealth Management Charles Cooke 8/18/26

Raymond James Is Turning Commonwealth’s Northeast Into A Recruiting Corridor

Raymond James added $387M from Commonwealth in Massachusetts and New York as LPL’s acquisition created a larger Northeast recruiting opportunity.


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Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy
Wealth Management Charles Cooke 8/17/26 Wealth Management Charles Cooke 8/17/26

Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy

Coastline added three advisor teams with more than $430M in 2025. Its later growth shows how succession, M&A and platform support are reshaping RIAs.


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Commonwealth Disruption Gave Raymond James A Recruiting Opening
Wealth Management Charles Cooke 8/12/26 Wealth Management Charles Cooke 8/12/26

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.

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Advisors Need Capital. Raymond James Wants To Be The Partner.
Wealth Management Charles Cooke 8/7/26 Wealth Management Charles Cooke 8/7/26

Advisors Need Capital. Raymond James Wants To Be The Partner.

Raymond James’ advisor equity financing program gives independent practices capital while testing control, succession and M&A strategy.


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