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.
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.
Raymond James Taps Franklin Templeton Veteran For Independent Contractor Division As Advisor Support Race Intensifies
Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.