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.
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.
Janney Wants To Prove Private Equity Does Not Have To Mean Culture Drift
Janney CEO Tony Miller says KKR ownership can support growth, advisor autonomy and employee ownership without losing culture.
Janney Added 27 Advisors. The Bigger Story Is Its KKR Transition.
Janney added 27 advisors and $4.3B in 2024, turning its KKR transition into a test of advisor autonomy and growth.