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Carver Financial Services CEO Randy Carver cuts through the clutter of new AI tools to list the most useful his firm uses to spend more time with clients than the tech.
June 26
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As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23 -
The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.
May 21 -
Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.
May 9 -
Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.
May 2 -
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
April 25 -
FP's annual ranking displays the impact of big one-time awards for four executives and a look at which chiefs netted the biggest increases and decreases in 2023.
April 10 -
The team builds momentum for the firm's recruiting efforts in the West.
April 1 -
The surprise new winner of a closely tracked customer report card surged to the top spot from No. 14 in a year of positive marks reflecting rising stock values.
March 21 -
The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority.
February 12
