Raymond James Financial Inc (N:RJF)

Business Focus: Investment Banking & Brokerage Services

Mar 19, 2024 04:24 pm ET
Raymond James Financial Names Paul Shoukry President and CEO Successor, Announces Additional Key Leadership Changes
The Raymond James Financial (NYSE: RJF) Board of Directors announced today that as part of its multi-year succession planning process, effective immediately, CFO Paul Shoukry is appointed president of Raymond James Financial. It’s expected that he...
Feb 23, 2024 04:23 pm ET
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
On February 23, 2024, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.45 per share, payable April 15, 2024 to shareholders of record on April 1, 2024. The...
Jan 24, 2024 04:20 pm ET
Raymond James Financial Reports Fiscal First Quarter of 2024 Results
Record client assets under administration of $1.37 trillion and record financial assets under management of $215 billion, up 17% and 16%, respectively, over December 2022Domestic Private Client Group net new assets(1) of $21.6 billion for the...
Nov 30, 2023 04:44 pm ET
Raymond James Financial Raises Quarterly Dividends on Common Stock; Increases Common Stock Repurchase Authorization
On November 30, 2023, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.45 per share, payable January 16, 2024 to shareholders of record on January 2, 2024. This...
Oct 25, 2023 04:12 pm ET
Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2023 Results
Record annual net revenues of $11.62 billion and record net income available to common shareholders of $1.73 billion for fiscal 2023, up 6% and 15%, respectively, over fiscal 2022Return on common equity of 17.7% and adjusted return on...
Oct 16, 2023 08:00 am ET
Raymond James Selects J.P. Morgan Asset Management's 55ip to Enhance its Managed Accounts Platform with Integrated Tax Management Technology
-Industry-first partnership will provide custom, tax-smart management at scale for Raymond James Advisors and their clients.
Oct 06, 2023 10:51 am ET
Bermont Gold Wealth Advisory Of Raymond James Welcomes Bill Bermont
Bill Bermont joins the Bermont Gold Wealth Advisory of Raymond James. Bringing with him two decades of financial experience, Bill has partnered with Peter Bermont and Michael Gold to help grow and steward their practice across strategies and capabilities. He will be based out of the Miami office, while maintaining a presence in New York City.
Aug 23, 2023 09:31 am ET
Raymond James Survey: Investors’ Top Priorities for Safeguarding Generational Wealth
Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their priorities and concerns around transferring wealth to the next generation. Some estimates predict that up...
Aug 21, 2023 04:46 pm ET
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
On August 21, 2023, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.42 per share, payable October 16, 2023 to shareholders of record on October 2, 2023. The...
Jul 26, 2023 04:10 pm ET
Raymond James Financial Reports Third Quarter of Fiscal 2023 Results
Domestic Private Client Group net new assets(1)(2) of $14.4 billion for the fiscal third quarter, 5.4% annualized growth rate from beginning of period assetsRecord quarterly net revenues of $2.91 billion, up 7% over the prior year’s...
Jul 18, 2023 03:01 am ET
ReGen III Adds Raymond James & Associates, Inc. As Co-Advisor
Vancouver, British Columbia--(Newsfile Corp. - July 18, 2023) - ReGen III Corp. (TSXV: GIII) (OTCQB: ISRJF) (FSE: PN4) ("ReGen III" or the "Company") is pleased to announce that further to the Company's press releases dated February 24, March 13 and June 29, 2023, it has entered into a co-advisory agreement with Raymond James & Associates, Inc. ("Raymond James"), a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), and National Bank Financial Inc. ("NBF").
Jul 12, 2023 08:00 am ET
Quest Resource Holding Corporation Announces Appointment of Audrey P. Dunning to Board of Directors
Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest"), a national leader in environmental waste and recycling services, today announced that Audrey P. Dunning has been elected to its Board of Directors. Ms. Dunning will serve on the Audit,...
Apr 26, 2023 04:14 pm ET
Raymond James Financial Reports Second Quarter of Fiscal 2023 Results
Domestic Private Client Group net new assets(1) of $21.5 billion for the fiscal second quarter, 8.4% annualized growth rate from beginning of period assetsRecord quarterly net revenues of $2.87 billion, up 7% over the prior year’s fiscal...
Mar 29, 2023 03:29 pm ET
Lisa Detanna of Global Wealth Solutions Group of Raymond James Named to Forbes’ List of America’s Top Women Wealth Advisors
Lisa Detanna, Managing Director of the Global Wealth Solutions Group of Raymond James located at 9595 Wilshire Blvd, Suite 801, Beverly Hills CA, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Wealth Advisors. The list, whic
Mar 13, 2023 03:01 am ET
ReGen III Engages Raymond James
Vancouver, British Columbia--(Newsfile Corp. - March 13, 2023) - ReGen III Corp. (TSXV: GIII) (OTCQX: ISRJF) (FSE: PN4) ("ReGen III" or the "Company") is pleased to announce the engagement of Raymond James & Associates Inc. ("Raymond James"), a subsidiary of Raymond James Financial, Inc. (NYSE: RJF).
Mar 03, 2023 08:50 am ET
Raymond James Announces Full Redemption of its Series A Preferred Stock and Related Depositary Shares
On March 3, 2023, Raymond James Financial, Inc. (NYSE: RJF) announced that, on April 3, 2023, it will redeem all 40,250 outstanding shares of its 6.75% Fixed-to-Floating Rate Series A Non-Cumulative Perpetual Preferred Stock, par value $0.10 per...
Feb 24, 2023 04:20 pm ET
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
On February 24, 2023, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.42 per share, payable April 17, 2023 to shareholders of record on April 3, 2023. The...
Feb 02, 2023 03:47 pm ET
Lisa Detanna Ranked on Barron’s Top 1,200 Financial Advisors List
Lisa Detanna, Managing Director with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to Barron’s list of the Top 1,200 Financial Advisors. The prestigious 2022 list was published March 11 and draws from all 50 states, plus the District of Colu
Feb 02, 2023 03:43 pm ET
Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors
Lisa Detanna, Managing Director with Global Wealth Solutions Group of Raymond James & Associates located at 9595 Wilshire Blvd., Beverly Hills, CA was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from nation
Jan 25, 2023 04:40 pm ET
Raymond James Financial Reports First Quarter of Fiscal 2023 Results
Domestic Private Client Group net new assets(1) of $23.2 billion for the fiscal first quarter, 9.8% annualized growth rate from beginning of period assetsQuarterly net revenues of $2.79 billion, flat compared to the prior year’s fiscal first...
Dec 01, 2022 05:26 pm ET
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock; Increases Common Stock Repurchase Authorization
On December 1, 2022, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.42 per share, payable January 17, 2023 to shareholders of record on January 3, 2023. This...
Oct 26, 2022 04:21 pm ET
Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2022 Results
Domestic Private Client Group net new asset(1) growth of 9.0% for the fiscal year and 8.3% annualized for the fiscal fourth quarterRecord quarterly net revenues of $2.83 billion, up 5% over the prior year’s fiscal fourth quarter and 4% over the...
Oct 03, 2022 09:01 am ET
Raymond James Investment Management Completes Rebrand
Raymond James Investment Management, a global asset management company and wholly-owned subsidiary of Raymond James, announced today that its new brand identity is now effective. The company, formerly known as Carillon Tower Advisers, initially...
Sep 21, 2022 09:54 am ET
Raymond James Unveils Private Wealth Advisor Designation Program
Raymond James today unveiled its Private Wealth Advisor Program to advance its offering of sophisticated solutions for financial advisors. The program is designed to provide a holistic and rigorous training experience that equips advisors to...
Aug 25, 2022 09:04 am ET
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
On August 24, 2022, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.34 per share, payable October 17, 2022, to shareholders of record on October 3, 2022....
Aug 24, 2022 04:26 pm ET
Raymond James Financial Reports July 2022 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for July 2022, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this...
Aug 17, 2022 08:00 am ET
Raymond James Selects FactSet as the Market Data Provider for U.S. Financial Advisors
FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that it has been selected as the primary market data and technology provider for the...
Jul 27, 2022 04:42 pm ET
Raymond James Financial Reports Third Quarter of Fiscal 2022 Results
Domestic Private Client Group net new asset(1) growth of 9.4% over the prior 12 months and 5.4% annualized for the fiscal third quarterQuarterly net revenues of $2.72 billion, up 10% over the prior year’s fiscal third quarter and 2% over the...
Jun 29, 2022 09:01 am ET
Carillon Tower Advisers to Rebrand as Raymond James Investment Management
Carillon Tower Advisers (Carillon), a global asset management company and wholly owned subsidiary of Raymond James, announced today that it will be changing its name this fall to Raymond James Investment Management. The new brand name emphasizes...
Jun 01, 2022 08:41 am ET
Raymond James Completes Acquisition Of TriState Capital Holdings, Inc.
Raymond James Financial (NYSE: RJF) announced today that it has completed the previously announced acquisition of TriState Capital Holdings, Inc. “The strategic and cultural fit between Raymond James and TriState has been continually reinforced...
Jun 01, 2022 08:41 am ET
Raymond James Financial Declares Quarterly Dividend on Preferred Stock
On June 1, 2022, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly dividend of $0.421875 per depositary share of 6.75% Fixed-to-Floating Rate Series A Non-Cumulative Perpetual Preferred Stock (NYSE:  RJF PrA) and...
May 24, 2022 04:18 pm ET
Raymond James Financial Reports April 2022 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for April 2022, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of...
May 23, 2022 05:24 pm ET
Raymond James Financial Declares Quarterly Dividend
On May 23, 2022, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.34 per share, payable July 15, 2022 to shareholders of record on July 1, 2022.     About...
Apr 27, 2022 04:21 pm ET
Raymond James Financial Reports Second Quarter of Fiscal 2022 Results
Domestic Private Client Group net new asset(1) growth of 11% over the prior 12 months and nearly 9% annualized for the fiscal second quarterQuarterly net revenues of $2.67 billion, up 13% over the prior year’s fiscal second quarter and down 4%...
Apr 20, 2022 05:34 pm ET
Lisa Detanna Named a Top 100 Financial Advisor by Barron’s
On behalf of Raymond James we are proud to announce Lisa Detanna has been named by Barron’s to the 2022 Top 100 Financial Advisors list, which spotlights one hundred top-performing advisors across the country.
Apr 13, 2022 10:33 am ET
Steward Partners Global Advisory Applauds the 15 Advisor Partners on Forbes Best-In-State Wealth Advisors List
Recognition reflects wealth management firm's outstanding growth and quality of advisors
Mar 28, 2022 04:23 pm ET
Raymond James Financial To Acquire SumRidge Partners
Raymond James Financial, Inc. (NYSE: RJF) announced today that it has reached an agreement to acquire SumRidge Partners, LLC, a top ranked, technology-driven fixed income market maker specializing in investment-grade and high-yield corporate bonds,...
Mar 23, 2022 04:24 pm ET
Raymond James Financial Reports February 2022 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for February 2022, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of...
Mar 08, 2022 09:00 am ET
Steward Partners Global Advisory Welcomes Ramapo Wealth Advisors, a New Jersey-based $600 Million Team
WASHINGTON, March 8, 2022 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), welcomes its newest partner firm, Ramapo Wealth Advisors, based in Ramsey, New Jersey. The five-person team, previously with Wells Fargo and managing $600 million in client assets, includes veteran advisors James Sahagian, CFP®, MBA, Peter T. Gordinier, and David Puccia, who are all supported by Yan Lin Sim and Maral Sahagian.
Feb 25, 2022 04:19 pm ET
Raymond James Financial Declares Quarterly Dividend
On February 25, 2022, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.34 per share, payable April 18, 2022 to shareholders of record on April 4, 2022....
Feb 23, 2022 04:25 pm ET
Raymond James Financial Reports January 2022 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for January 2022, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of...
Jan 26, 2022 04:22 pm ET
Raymond James Financial Reports First Quarter of Fiscal 2022 Results
Domestic Private Client Group net new asset(1) growth of 11% over the prior 12 months and 14% annualized for the fiscal first quarterRecord quarterly net revenues of $2.78 billion, up 25% over the prior year’s fiscal first quarter and 3% over...
Dec 22, 2021 04:21 pm ET
Raymond James Financial Reports November 2021 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for November 2021, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of...
Dec 06, 2021 04:22 pm ET
Raymond James Ltd. Chairman and CEO Paul Allison Stepping Down
Raymond James Ltd. (RJL) Chairman and CEO Paul Allison, head of Raymond James’ (NYSE: RJF) Canadian subsidiary, has notified the firm of his intention to step down from his position as executive officer effective December 31, 2021. He will...
Dec 06, 2021 04:18 pm ET
Raymond James President John Carson to Retire
On December 2, 2021, Raymond James Financial (NYSE: RJF) President John Carson notified the firm that he intends to retire as president effective December 31, 2021, and remain with the firm as vice chairman to ensure a successful transition of...
Dec 02, 2021 04:18 pm ET
Raymond James Financial Raises Quarterly Dividend, Approves $1 Billion Share Repurchase Authorization
On December 2, 2021, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.34 per share, payable January 18, 2022 to shareholders of record on January 4, 2022. This...
Nov 29, 2021 12:58 pm ET
Raymond James Hires Robbie Moseley to Lead Financial Advisor Recruiting
Following an extensive search, Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, the firm’s financial advisor recruiting platform. He joined the firm November 29, succeeding Barry Papa, who passed...
Nov 23, 2021 04:32 pm ET
Raymond James Financial Reports October 2021 Operating Data
Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for October 2021, in an effort to provide timely information to investors about general trends in our major business segments. Due to the limited nature of this data,...
Nov 20, 2021 12:51 am ET
TRISTATE INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of TriState Capital Holdings, Inc. - TSC
NEW ORLEANS, Nov. 20, 2021 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of TriState Capital Holdings, Inc. (NasdaqGS: TSC) to Raymond James Financial, Inc. (NYSE: RJF).  Under the terms of the proposed transaction, shareholders of TriState will receive only $6.00 cash and 0.25 Raymond James for each share of TriState that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalu
Nov 02, 2021 06:25 pm ET
TRISTATE INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of TriState Capital Holdings, Inc. - TSC
NEW ORLEANS, Nov. 2, 2021 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of TriState Capital Holdings, Inc. (NasdaqGS: TSC) to Raymond James Financial, Inc. (NYSE: RJF).  Under the terms of the proposed transaction, shareholders of TriState will receive only $6.00 cash and 0.25 Raymond James for each share of TriState that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalue
Oct 27, 2021 04:18 pm ET
Raymond James Financial Reports Fourth Quarter and Fiscal 2021 Results
Record quarterly net revenues of $2.70 billion, up 30% over the prior year’s fiscal fourth quarter and 9% over the preceding quarter Record quarterly net income of $429 million, or $2.02 per diluted share(1), and quarterly adjusted net income of...
Oct 22, 2021 09:37 am ET
SHAREHOLDER ALERT: Rigrodsky Law, P.A. Announces Investigation of TriState Capital Holdings, Inc. Merger
Rigrodsky Law, P.A. announces that it is investigating TriState Capital Holdings, Inc. (“TriState”) (NASDAQ GS: TSC) regarding possible breaches of fiduciary duties and other violations of law related to TriState’s agreement to be acquired by...
Oct 21, 2021 06:30 pm ET
SHAREHOLDER ALERT: WeissLaw LLP Investigates TriState Capital Holdings Inc.
NEW YORK, Oct. 21, 2021 /PRNewswire/ -- WeissLaw LLP is investigating possible breaches of fiduciary duty and other violations of law by the board of directors of TriState Capital Holdings Inc. ("TriState Capital" or the "Company") (NASDAQ: TSC) in connection with the proposed acquisition of the Company by Raymond James Financial, Inc. ("Raymond James") (NYSE: RJF). Under the terms of the merger agreement, TriState Capital shareholders will receive $6.00 in cash and 0.25 Raymond James shares for each TriState Capital share they own, representing implied per-share merger consideration of appr
Oct 21, 2021 01:15 pm ET
TRISTATE CAPITAL ALERT: Bragar Eagel & Squire, P.C. Investigates Sale of TSC and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, has launched an investigation into whether the officers or directors of TriState Capital Holdings, Inc. (NASDAQ: TSC) breached their fiduciary duties or violated the...
Oct 20, 2021 05:31 pm ET
Raymond James Financial to Acquire TriState Capital Holdings
Raymond James Financial, Inc. (NYSE: RJF) and TriState Capital Holdings, Inc. (NASDAQ: TSC) have entered into a definitive agreement under which Raymond James will acquire TriState Capital in a combination cash and stock transaction, valued at...
Oct 19, 2021 01:01 pm ET
Raymond James Rolls Out Alerts Portal, Creating Increased Efficiency and Collaboration Among Financial Advisors and Their Teams
Demonstrating the firm’s commitment to supporting financial advisors through innovative technology and its continued investment in the platform, Raymond James has rolled out a new portal for advisors and their teams that consolidates firm,...
Oct 18, 2021 05:02 pm ET
Alex. Brown Hosts Second Invitational Golf Tournament, Benefiting PGA Reach
Alex. Brown, a division of Raymond James, proudly hosted the second Alex. Brown Invitational golf tournament on Monday, September 27, 2021, at the Manhattan Woods Golf Club in West Nyack, New York. The tournament, which attracted more than 70...
Oct 11, 2021 03:48 pm ET
Raymond James Launches “Practice Exchange,” a Robust and Holistic Succession Planning Platform for Financial Advisors
Building on its industry-leading succession and acquisition planning support for financial advisors, Raymond James has launched “Practice Exchange,” a robust and holistic succession planning platform for Raymond James advisors, according to Robert...
Oct 01, 2021 12:08 pm ET
Steward Partners Global Advisory Welcomes O'Hare Wealth Management, a $420 Million Team in Wisconsin
WASHINGTON, Oct. 1, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has expanded its network with the addition of O'Hare Wealth Management affiliated with Steward Partners in Mequon, Wisconsin. The team, which is Steward's first team in the state, has $420 million in assets under management. Formerly with Merrill Lynch, the five-person partnership includes Managing Director/Wealth Managers John J. O'Hare II, CFA, John "JJ" O'Hare III, CPWA®, and Gera
Sep 27, 2021 10:05 am ET
Steward Partners Moves Up to #20 on Barron's Top 100 RIA Firms List
WASHINGTON, Sept. 27, 2021 /PRNewswire/ -- Steward Partners, an employee-owned, full-service wealth management firm associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has been ranked #20 in Barron's Top 100 RIA Firms list for 2021, moving up from #24 in 2020. This is the sixth annual ranking of independent registered investment advisory (RIA) firms by Barron's. 
Aug 25, 2021 08:35 am ET
Raymond James Financial Announces 3-For-2 Stock Split and Declares Quarterly Cash Dividend
ST. PETERSBURG, Fla. - On August 24, 2021, the Board of Directors of Raymond James Financial, Inc. (NYSE: RJF) approved a 3-for-2 common stock split, effected in the form of a 50% stock dividend, payable September 21, 2021 to shareholders of record...
Aug 02, 2021 05:12 pm ET
ATTENTION NORTHSTAR FINANCIAL SERVICES (BERMUDA) INVESTORS: The Securities Arbitration Law Firm of KlaymanToskes Commences Investigation of Potential Claims on Behalf of RAYMOND JAMES CUSTOMERS
National investor fraud law firm, KlaymanToskes (“KT”), has commenced an investigation of potential FINRA arbitration claims on behalf of investors who sustained losses exceeding $250,000 in Northstar Financial Services (Bermuda) (“Northstar”)...
Jul 01, 2021 03:20 pm ET
The Miami Herbert Business School's Florida 50 Stock Index (UMIAMIFL) rises 9.82%
MIAMI, July 1, 2021 /PRNewswire/ -- The Miami Herbert Business School's Florida 50 Index, calculated by Standard and Poors (S&P) Custom Indices, closed out the first half of 2021 at 228.88 with a gain of 9.82%. Twenty of its companies saw their stock prices rise by over 25%.
Jun 23, 2021 01:56 pm ET
Lisa Detanna Named to Barron’s 2021 Top 100 Women Financial Advisors
Lisa Detanna, managing director of Global Wealth Solutions Group of Raymond James, has for the sixth year in a row been named to the Barron’s list of Top 100 Women Financial Advisors.*
May 24, 2021 10:01 am ET
Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite
Demonstrating the firm’s commitment to supporting financial advisors through innovative technology and its continued investment in the platform, Raymond James is introducing a new application to assist financial advisors with communicating more...
Apr 30, 2021 05:37 pm ET
CORRECTING and REPLACING Lisa Detanna and Raymond James Donates to Cedars-Sinai for COVID Relief
Please replace the release issued April 29, 2021, at 4:13 PM ET, with the following corrected version due to multiple revisions, and a multimedia asset accompanying this release has been removed.
Apr 29, 2021 04:13 pm ET
Lisa Detanna and Raymond James Named to Cedars-Sinai “2020 Donor Honor Roll”
Lisa Detanna, Managing Director – Senior Vice President, Investments of Raymond James located at 9595 Wilshire Blvd., Beverly Hills CA, along with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC were recognized and added to the Cedars-S
Apr 26, 2021 03:16 pm ET
Lisa Detanna Supports Barron’s in Education Connects Students and Professionals, Enhancing Financial Proficiency
Lisa Detanna, Managing Director – Senior Vice President, Investments of Raymond James located at 9595 Wilshire Blvd., Beverly Hills CA, partners with Barron’s in Education to support National Financial Literacy Month by cosponsoring and helping educate students at UCLA, her alma mater. The program provides digital subscriptions, events, career advice, and real-world experience.
Apr 07, 2021 11:46 am ET
Lisa Detanna Hosts Barron’s in Education Interactive Session at UCLA School of Business
Lisa Detanna, Managing Director - Senior Vice President, Investments of Raymond James located at 9595 Wilshire Blvd., Beverly Hills CA is working with Barron’s in Education to celebrate women’s history month. Lisa will be hosting an interactive session with Barron’s in Education and the UCLA School of Business students discussing “Common Myths of Investing.”
Apr 05, 2021 01:01 pm ET
Lisa Detanna Named to Forbes’ List of Top Women Wealth Advisors
Lisa A. Detanna, AIF ®, MBA, WMS ® Managing Director & Senior Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advis
Mar 16, 2021 04:33 pm ET
Lisa Detanna Ranked to Barron’s Top 1,200 Financial Advisors List
Lisa A. Detanna, AIF ®, MBA, WMS ® Managing Director & Senior Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to Barron’s list of the Top 1,200 Financial Advisors. The prestigious 2021 list was published March 14 and draws from all 50 states, plus the District of Columbia.
Feb 12, 2021 02:27 pm ET
Lisa Detanna Named to Forbes List of Best-In-State Wealth Advisors
Lisa A. Detanna, AIF ®, MBA, WMS ® Managing Director & Senior Vice President, Investments, of Global Wealth Solutions Group of Raymond James located at 9595 Wilshire Blvd., Suite 801 Beverly Hills, CA 90212, was among the Raymond James-affiliated advisors named to the Forbes list of
Feb 09, 2021 08:35 am ET
Steward Partners Global Advisory Welcomes Webster Grosso Wealth Management
WASHINGTON, Feb. 9, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), welcomes Webster Grosso Wealth Management to its partnership roster. The new firm is led by Ron Webster and Ed Grosso CFP®, a team of veteran advisors with approximately $163 million in assets under management (AUM). Based in Richmond, Virginia, both of firm's principals spent the bulk of their careers with Wells Fargo Advisors and its predecessor companies. 
Dec 09, 2020 12:15 pm ET
Concurrent Adds Seven New Teams Worth Over $1.1 Billion in Assets Under Management
SAN DIEGO, Dec. 9, 2020 /PRNewswire/ -- Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member FINRA/SIPC), has continued its fast-tracked model for growth, even as the pandemic continues to impact businesses and individuals throughout America. In recent weeks, Concurrent has worked with seven new advisor teams based in Alaska, Florida, Kentucky, Michigan and Mississippi to transition to their independent network of advisors. With the addition of these newly recruited teams, the total assets under management of the networ
Dec 09, 2020 08:22 am ET
Rick Gaston Joins Steward Partners Global Advisory as Mid-Atlantic Divisional President
WASHINGTON, Dec. 9, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has named Rick Gaston as Divisional President for the Mid-Atlantic Division. He succeeds Jeffrey Gonyo, who recently relocated to Florida and will head up the new Southern Division as Divisional President and continue in his role as Head of Recruiting for Steward Partners.
Dec 03, 2020 10:40 am ET
Raymond James Deploys Additional COVID-19 Aid
The following is a letter from Lisa A. Detanna, Senior Vice President, Investments and Managing Director, Raymond James:
Aug 07, 2020 11:20 am ET
Lisa Detanna Named to Barron’s 2020 Top 100 Women Financial Advisors
Lisa Detanna, managing director of Global Wealth Solutions Group of Raymond James, has for the fifth year in a row been named to the Barron’s list of Top 100 Women Financial Advisors.*
Aug 06, 2020 09:00 am ET
Steward Partners Named to Financial Times Top 300 RIAs List
WASHINGTON, Aug. 6, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that it has been named to the 2020 Financial Times (FT) 300 Top Registered Investment Advisers list, which recognizes the top independent RIA firms within the United States.
Jul 20, 2020 09:00 am ET
Steward Partners' Casey Snyder Named to InvestmentNews' 2020 40 Under 40 List
PORTSMOUTH, N.H., July 20, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Casey Snyder, CFP®, has been named to InvestmentNews' 2020 40 Under 40 List. Each year the 40 Under 40 list spotlights young advisors making professional and personal contributions to the financial services industry.
Jul 09, 2020 09:00 am ET
Steward Partners Welcomes Michael Drumm as Divisional President for Tri-State Region
NEW YORK, July 9, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Michael Drumm has joined the firm as Divisional President overseeing the tri-state region.
Jul 08, 2020 03:52 pm ET
Steward Partners Welcomes New Advisor Team in Clearwater
CLEARWATER, Fla., July 8, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that the Blue Water Wealth Management Group has joined the firm in Clearwater, Florida.    
Jun 18, 2020 09:00 am ET
Steward Partners Welcomes New Advisory Team in New York
NEW YORK, June 18, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that the Reservoir Road Financial Group has joined the firm in New York City.  
Jun 17, 2020 01:42 pm ET
Steward Partners Welcomes its First Billion Dollar Plus Team into their 1099 Model in St. Louis
ST. LOUIS, June 17, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that it has welcomed the Plaza Advisory Group, the firm's first affiliate advisor team in St. Louis, Missouri.    
May 19, 2020 12:00 pm ET
Concurrent Acquires WealthEngage in Latest Manifestation of Long-Term Growth Strategy
SAN DIEGO, May 19, 2020 /PRNewswire/ -- Concurrent, a partnership of elite independent advisors continues to be on track with its plans for aggressive growth this year with the acquisition of the WealthEngage team, a Miami-based advisory practice for newly independent advisors. Founded by Eddy Augsten, the addition of WealthEngage to Concurrent's roster will bring decades of experience in investment management and practice management to its common vision of accelerating business growth for independent advisors by transforming the client experience and driving growth.
May 13, 2020 05:30 pm ET
Steward Partners Welcomes Two Advisor Teams, Opens New Office in Virginia
NORFOLK, Va., May 13, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is pleased to announce their newest office in Norfolk, welcoming the Nottingham Wealth Management Group along with Tommy Leeman and Karen Bittenbender. 
May 04, 2020 09:00 am ET
Steward Partners' Anka Vidacic Receives Raymond James Financial Services' Outstanding Branch Professional Award
PORTSMOUTH, N.H., May 4, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Anka Vidacic has been selected as a winner of the Outstanding Branch Professional Award.
Apr 30, 2020 09:00 am ET
Steward Partners' Keith Barberis Appointed to Certified Financial Planner Board's Disciplinary and Ethics Commission
BETHESDA, Md., April 30, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Keith Barberis, CFP® has been appointed to the Certified Financial Planner (CFP) Board's Disciplinary and Ethics Commission.
Apr 29, 2020 10:58 am ET
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors, aligning both firms in their commitment to radically simplify wealth management through product education and analytics.
Apr 28, 2020 07:30 am ET
Raymond James Ltd. Announces Agreement to Acquire Oak Trust to Add Trust Services To Its Full Service Offering for Clients
TORONTO, April 28, 2020 /CNW/ - Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc. (NYSE: RJF), today announced it has completed the acquisition of  Oak Trust Company, a privately held, federally regulated trust company based in London, Ontario. Following regulatory approval, the new division will be named Raymond James Trust (Canada).
Apr 24, 2020 09:00 am ET
Eric Beiley Named to Financial Times 400 Top Financial Advisors
NEW YORK, April 24, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Eric Beiley has been named to the Financial Times 400 Top Financial Advisors List, a special report in the Financial Times which was released on April 16th.
Apr 24, 2020 09:00 am ET
Liana Poodiack Named to Forbes 2020 Top Women Wealth Advisors List
KEENE, N.H., April 24, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Liana Poodiack, CFP® has been named to Forbes 2020 Top Women Wealth Advisors List, a special report in Forbes which was released on April 21st.
Apr 09, 2020 09:54 pm ET
NOTICE TO RAYMOND JAMES FINANCIAL CUSTOMERS WITH MARGIN ACCOUNTS: KlaymanToskes Commences Investigation into Damages Sustained by Investors Who were Forced to Sell Securities Due to Margin Calls
KlaymanToskes (“KT”), www.klaymantoskes.com, announced today that it is investigating damages sustained by investors with Raymond James Financial (NYSE:RJF) (“Raymond James”) accounts who were forced to sell securities due to margin calls. The investigation focuses on Raymond James’s potential
Apr 06, 2020 09:17 am ET
Raymond James Enhances Diversified Financials Coverage With Addition of Stephen Boland to the Canadian Equity Research Team
TORONTO, April 6, 2020 /CNW/ - Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Stephen Boland has joined its Canadian Equity Research team, as Managing Director, Equity Analyst – Diversified Financials.
Mar 25, 2020 01:20 pm ET
Steward Partners Announces New England Divisional President
BOSTON, March 25, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Troy Erickson has joined the firm as Divisional President for the New England region.
Mar 19, 2020 10:47 am ET
Concurrent Continues Dynamic First Quarter Growth Trajectory
SAN DIEGO, March 19, 2020 /PRNewswire/ -- Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member FINRA/SIPC), with ambitious growth planned for 2020, kicked off the year by welcoming new advisors and offices in Colorado, California, Florida and Tennessee. So far this year, newly recruited teams have boosted the network's total assets under management by more than $367 million.
Nov 13, 2019 08:00 am ET
Steward Partners Names Jeffrey Gonyo as Head of Recruiting
NEW YORK, Nov. 13, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Jeffrey Gonyo, Divisional President, and Wealth Manager at Steward, has advanced in his role at the firm and will now also serve as Head of Recruiting, a newly created position at the company.
Nov 05, 2019 08:00 am ET
Steward Partners Adds New Advisory Team in New Hampshire
MANCHESTER, N.H., Nov. 5, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Kevin Taube and Ashley Berberian have joined the firm in Manchester, New Hampshire.
Oct 29, 2019 09:00 am ET
Steward Partners Welcomes New Head of Wealth Management
NEW YORK, Oct. 29, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Doug Kentfield has joined the firm as Head of Wealth Management, a newly created position.
Oct 22, 2019 09:00 am ET
Steward Partners Expands Offerings with New 1099 Affiliate Partner Model
WASHINGTON, Oct. 22, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced a new 1099 affiliate model, offering advisors the ability to run their own office and local profit and loss statement, while still being connected to the firm's robust infrastructure. The new offering comes in response to increased advisor requests for local autonomy, coupled with the significant resources and equity opportunity that are unique to Steward.
Oct 03, 2019 09:36 am ET
Mark Tepper Law Firm wins recovery for its Client against Raymond James following the Broker’s BreitBurn and LINN Recommendations
A FINRA Arbitrator has ruled that in addition to damages, Raymond James [NYSE: RJF] must also pay a former customer’s attorneys’ fees, expert fees, filing fees and interest on losses, the Mark Tepper law firm announced today. The Mark Tepper law...
Sep 12, 2019 08:13 am ET
Peter L. Bermont Named to Forbes List of America's Top Wealth Advisors
CORAL GABLES, Fla., Sept. 12, 2019 /PRNewswire/ -- Peter L. Bermont, Managing Director with the Bermont Advisory Group of Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America's Top Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online September 10, 2019.
Sep 09, 2019 09:00 am ET
Steward Partners' Advisors Named by Forbes as Next-Gen Best-in-State Wealth Advisors
WASHINGTON, Sept. 9, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Aaron Brachman, Casey Snyder and Joe Wong have been recognized on the Forbes Next-Gen Best-in-State Advisors list, which honors young top performing advisors in each state.
Sep 06, 2019 01:16 pm ET
Max Dean Named To Forbes List Of America's Top Next-Generation Wealth Advisors
ATLANTA, Sept. 6, 2019 /PRNewswire/ -- Max Dean, CFP®, Associate Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America's Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms. 
Sep 05, 2019 05:00 pm ET
Michael D. Gold Named To Forbes List Of Best-In-State Next-Generation Advisors
CORAL GABLES, Fla., Sept. 5, 2019 /PRNewswire/ -- Michael D. Gold, Managing Director with the Bermont Advisory Group of Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of Best-in-State Next-Generation Advisors, which recognizes advisors from national, regional and independent firms. 
Jul 31, 2019 01:37 pm ET
Steward Partners Continues Impressive Firm Growth with New Office and Team in Austin
AUSTIN, Texas, July 31, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced the opening of its newest office in Austin, Texas. This is the firm's 21st location nationwide, its third in Texas, and is the fifth new office opening for the firm this year. Steward Partners also announced that the Dooley Group, comprised of Gene Dooley, Wes DeVoe and Taryn Bertetto have joined the firm and will be based in the new space. The team joins Stew
Jul 24, 2019 03:51 pm ET
Michael Gold Named to Forbes List Of America's Top Next-Generation Wealth Advisors
CORAL GABLES, Fla., July 24, 2019 /PRNewswire/ -- Michael Gold, Managing Director with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America's Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms. 
Jul 17, 2019 09:00 am ET
Steward Partners Adds New Advisor in Texas
DALLAS, July 17, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Amy Sabin has joined the firm in Dallas, Texas.        
Jun 17, 2019 03:02 pm ET
Lisa Detanna Named to Barron’s 2019 Top 100 Women Financial Advisors
Lisa Detanna, Managing Director of Global Wealth Solutions Group of Raymond James and Senior Vice President, Investments, of Raymond James, has once again been named to the Barron’s list of Top 100 Women Financial Advisors.*
Apr 18, 2019 08:32 am ET
Peter Bermont Named To The 2019 Financial Times 400 Top Financial Advisers
CORAL GABLES, Fla., April 18, 2019 /PRNewswire/ -- Peter Bermont, a Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was recently named to the Financial Times Top 400 Financial Advisors list. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. 
Apr 15, 2019 01:49 pm ET
Steward Partners Secures Minority Equity Investment from Cynosure Group
NEW YORK, April 15, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service wealth advisory partnership today announced the completion of a minority investment from The Cynosure Group, an independent alternatives asset manager and advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions.
Mar 29, 2019 09:30 am ET
Steward Partners Adds New Advisors in the Tri-State
NEW YORK and PARAMUS, N.J., March 29, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Nick Fiegoli and Dennis Reynolds have joined the firm in New York, NY and Paramus, NJ, respectively.    
Mar 26, 2019 02:22 pm ET
Steward Partners Adds New Team in Portsmouth
PORTSMOUTH, N.H., March 26, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that The Carrigg Wealth Management Group has joined the firm in Portsmouth, NH.   
Mar 19, 2019 03:54 pm ET
Lisa Detanna Ranked to Barron’s “Top 1,200 Financial Advisors” List
Lisa Detanna, managing Director with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to Barron’s list of the “Top 1,200 Financial Advisors.” The prestigious 2019 list was published March 8 and draws from all 50 states, plus the District of Columbia. It is the largest, most comprehensive annual advisor list circulated by Barron’s.
Mar 19, 2019 11:45 am ET
Steward Partners Continues 2019 Growth with New Office and Advisors in Dallas
DALLAS, March 19, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced it has opened a new office in Dallas, Texas, making it the firm's 18th location nationwide and second within the Lone Star State. Steward Partners also announced that Brett J. Diamond and Jason A. Bottenfield, CFP® CDFA have joined the firm in Dallas and will be based in the new space, under the moniker Diamond & Bottenfield Private Wealth Management Team.  The team
Mar 13, 2019 03:20 pm ET
Peter Bermont Ranked To Barron's "Top 1,200 Financial Advisors" List
CORAL GABLES, Fla., March 13, 2019 /PRNewswire/ -- Peter Bermont, a Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was recently named to Barron's list of the "Top 1,200 Financial Advisors." The prestigious 2019 list was published March 8 and draws from all 50 states, plus the District of Columbia. It is the largest, most comprehensive annual advisor list circulated by Barron's. 
Mar 11, 2019 09:30 am ET
Steward Partners' Todd Hoffman Named by Forbes as Best-in-State Wealth Advisor in Florida
CLEARWATER, Fla., March 11, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Todd Hoffman, CFP®, CPM®, Executive Managing Director and Partner in the firm's Clearwater, Florida office, has been recognized on the Forbes "Best-in-State Wealth Advisors" list, which honors top advisors in each state.
Mar 08, 2019 12:03 pm ET
Steward Partners' Peter Frisch Named by Forbes as Best-in-State Wealth Advisor in Massachusetts
BOSTON, March 8, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Peter Frisch, CFP®, Managing Director and Wealth Manager in the firm's Boston, Massachusetts office, has been recognized on the Forbes "Best-in-State Wealth Advisors" list, which honors top  advisors in each state.
Mar 04, 2019 02:04 pm ET
Steward Partners Featured in Forbes' 2019 Best-in-State Wealth Advisors List
WASHINGTON, March 4, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that three of their advisors have been included in Forbes latest annual state-by-state ranking of financial advisors. They include:
Feb 27, 2019 11:28 am ET
Raymond James' Lisa Detanna Named to Forbes’ List of Best-in-State Wealth Advisors
Lisa Detanna, Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regio
Feb 22, 2019 10:05 am ET
Peter Bermont, Michael Gold Named To Forbes' List Of Best-In-State Wealth Advisors
CORAL GABLES, Fla., Feb. 22, 2019 /PRNewswire/ -- Peter Bermont and Michael Gold, Managing Directors with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 20, 2019.
Feb 20, 2019 04:48 pm ET
Steward Partners' Timothy Davis Named by Forbes as Best-in-State Wealth Advisor in Massachusetts
BOSTON, Feb. 20, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Timothy Davis, CFP®, Managing Director and Partner in the firm's Boston office, has been recognized on the Forbes "Best-in-State Wealth Advisors" list, which honors top performing advisors in each state.
Jan 30, 2019 09:00 am ET
Moody’s Analytics to Power Raymond James’ CECL Calculations
Moody’s Analytics, a leading provider of financial intelligence and analytical tools, announced today that Raymond James Financial has selected the Moody’s Analytics Current Expected Credit Loss (CECL) solution to generate CECL estimates for the loan portfolios of its whole-loan-trading clients, and for loan packages intended for purchase or sale.
Jan 23, 2019 11:19 am ET
Steward Partners Kicks Off 2019 with New Office and Advisors in Maine
PORTLAND, Maine, Jan. 23, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced it has opened a new office in Portland, Maine, making it their 17th location nationwide and first within the Pine Tree State. In addition, they've recruited several new advisors who'll be based in the new space.
Dec 03, 2018 09:38 am ET
High Risk Recommendations BreitBurn and LINN resulted in losses – Customer claim filed by Mark Tepper law firm alleges
A claim filed against two brokerage firms, D.A. Davidson & Co. and Raymond James & Associates, Inc. [NYSE: RJF], alleges that these firms recommended BreitBurn Energy Partners LP and LINN Energy LLC, two oil and gas companies, which became nearly...
Nov 20, 2018 04:06 pm ET
Lisa Detanna and Global Wealth Solutions Group of Raymond James Host ‘Flourish’ Event for Female Clients to Teach Financial Planning, Charitable Giving
Lisa Detanna, Managing Director of Global Wealth Solutions Group and Senior Vice President, Investments, of Raymond James hosts first ever Raymond James Women’s Event.
Nov 14, 2018 05:48 pm ET
Raymond James Implements Broadridge's API Web Service on Mobile App
NEW YORK, Nov. 14, 2018 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), an S&P 500 company and global Fintech leader, today announced that Raymond James Financial, Inc. (NYSE: RJF) has applied mobile integration of shareholder voting via Broadridge's API to enhance the investor experience.
Oct 11, 2018 09:00 am ET
Steward Partners Continues 2018 Growth with Former Morgan Stanley Advisor
MORRISTOWN, N.J., Oct. 11, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Ken Neuman has joined Steward Partners in Morristown, NJ.
Oct 09, 2018 09:00 am ET
Steward Partners and Raymond James Welcome Former Wells Fargo Advisors
WASHINGTON, Oct. 9, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Coyle Financial Group has joined Steward Partners in Washington, DC.
Sep 19, 2018 05:26 pm ET
Peter Bermont Named To Forbes List Of Top Wealth Advisors
CORAL GABLES, Fla., Sept. 19, 2018 /PRNewswire/ -- Peter Bermont, a Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America's Top Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online September 12, 2018.
Aug 15, 2018 09:00 am ET
Steward Partners and Raymond James Continue New Jersey Expansion with Two New Advisors
MORRISTOWN, N.J., Aug. 15, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Corrado Spezzacatena and James Galbraith III have joined Steward Partners in Morristown, New Jersey.
Aug 13, 2018 02:45 pm ET
Cody Hilbun Named To Forbes List Of America's Top Next-Generation Wealth Advisors
ATLANTA, Aug. 13, 2018 /PRNewswire/ -- Cody Hilbun, Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America's Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.
Aug 09, 2018 09:00 am ET
Steward Partners Welcomes Charles D. Johnston to Board of Directors
NEW YORK, Aug. 9, 2018 /PRNewswire/ -- Steward Partners Holdings, LLC (Steward), the holding company for Steward Partners Global Advisory, announced today that Charles D. Johnston has joined the company as the tenth member of the firm's Board of Directors.
Jul 24, 2018 11:54 am ET
Steward Partners and Raymond James Expand New England Footprint with New Office and Team in Connecticut
NEWTOWN, Conn., July 24, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced the opening of its newest office in Newtown, Connecticut, its 16th location nationwide and its first in the Constitution State. The firm also announced that the Kortze Brother Wealth Management Group has joined Steward Partners and will be based in the new space.
Jun 22, 2018 12:50 pm ET
Lisa Detanna Named to Barron’s 2018 Top 100 Women Financial Advisors
Lisa Detanna, managing director of Global Wealth Solutions Group of Raymond James and senior vice president, investments, of Raymond James, has once again been named to the Barron’s list of Top 100 Women Financial Advisors.*
Jun 15, 2018 07:40 am ET
New Research Coverage Highlights Avery Dennison, Raymond James Financial, Genuine Parts, Kimco Realty, Bristow Group, and Aimmune Therapeutics — Consolidated Revenues, Company Growth, and Expectations
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Avery Dennison Corporation (NYSE:AVY), Raymond James Financial, Inc....
May 30, 2018 11:38 am ET
Steward Partners and Raymond James Welcome Former Wells Fargo Advisors to Continue Growth in New England
PORTSMOUTH, N.H., May 30, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Faith Harrington and Constantine Harris, two former advisors from Wells Fargo, have joined Steward Partners' quickly expanding presence in New Hampshire.
May 16, 2018 12:20 pm ET
Steward Partners Global Advisory Hires Christopher Davis as Divisional President for New York and New Jersey
NEW YORK, May 16, 2018 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Christopher Davis has joined Steward Partners as Divisional President. Davis has more than 30 years of senior leadership experience in the financial services industry, most recently serving as a Market Manager for Wells Fargo on Long Island, NY, where he oversaw more than 190 brokers, 8 offices, and $17 billion in client assets.
May 15, 2018 11:51 am ET
Steward Partners and Raymond James Welcome Several Advisors and Open New Office in New Jersey
MORRISTOWN, N.J., May 15, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced they've opened a new office in Morristown, New Jersey, making it their 15th location nationwide and second within the Garden State. In addition, they've recruited several new advisors who'll be based in the new space.
May 14, 2018 01:22 pm ET
Steward Partners and Raymond James Add Former Wells Fargo Team and Continue New England Growth
MANCHESTER, N.H., May 14, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that the McCormick-Spain Wealth Management Group has joined Steward Partners' fast growing New England presence. The new team joins from Wells Fargo and is comprised of financial advisors Wayne McCormick, CFP®, ChFC®, and Steven Spain, who together bring more than 47 years of experience to the firm.
May 02, 2018 11:41 am ET
Steward Partners and Raymond James Accelerate New England Growth Surge with Addition of Former Wells Fargo Advisors Team
PORTSMOUTH, N.H., May 2, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced the addition of The Sedoric Group to the firm's quickly expanding presence in New England.  
Apr 19, 2018 07:55 am ET
Report: Developing Opportunities within Canada Goose, Viking Therapeutics, Vector Group, Bruker, Air Transport Services Group, and Raymond James Financial — Future Expectations, Projections Moving int
NEW YORK, April 19, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Canada Goose Holdings Inc. (NYSE:GOOS), Viking...
Apr 09, 2018 02:51 pm ET
Steward Partners and Raymond James Continue Growth in Florida with Addition of UBS Advisor
WASHINGTON, April 9, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Dean Hoover, Director and Wealth Manager, has joined Steward Partners at its Clearwater, Fl., location. Hoover has 21 years of experience serving clients as a wealth manager and comes to Steward from UBS Financial Services, where he managed nearly $70 million in client assets.
Apr 03, 2018 06:20 pm ET
Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors
Lisa Detanna, AIF® Senior Vice President, Investments, Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which
Mar 28, 2018 10:00 am ET
Steward Partners and Raymond James Launch Houston Office, Expand Steward's Footprint beyond East Coast
WASHINGTON, March 28, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today the opening of its fourteenth location, in Houston, Texas. Joining Steward Partners to launch the new Houston office are financial advisors Randy Price, CFP®, CIMA®, CIMC®, and Matthew Price, CFP®, CIMA®, of The Price Group. Barron's recognized Randy Price as one of the nation's "Top 1,200 Financial Advisors" every year from 2014 to 2017, and the Financial Times nam
Mar 06, 2018 01:21 pm ET
Steward Partners and Raymond James Open Newest Office in Richmond Expanding Steward Partners' Reach into Virginia
WASHINGTON, March 6, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisors Richard Godfrey, CRPC®, and Matthew J. Spradlin, CFP®, of the Godfrey & Spradlin Group, have joined Steward Partners at its new location in Richmond, Virginia. The team has a combined 30 years of experience serving clients as wealth managers and joins Steward from Merrill Lynch, where together they managed $180 million in client assets.
Feb 23, 2018 01:55 pm ET
Steward Partners and Raymond James Add Wells Fargo Advisors with over $170 Million to New Jersey Office
WASHINGTON, Feb. 23, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Alan Raffer, Director, Sherry Birnbaum CFP®, Senior Vice President, and Jeremy Raffer, Senior Vice President, of the Raffer Investment Group have joined Steward Partners from Wells Fargo, where they managed over $170 million in client assets. The three advisors will be based in Steward's newest office in Paramus, New Jersey, which launched in November of last ye
Feb 08, 2018 08:25 am ET
Report: Developing Opportunities within VASCO Data Security International, Raymond James Financial, Heritage-Crystal Clean, Warrior Met Coal, Tutor Perini, and Bristow Group — Future Expectations, Pro
NEW YORK, Feb. 08, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of VASCO Data Security International, Inc. (NASDAQ:VDSI),...
Jan 23, 2018 02:58 pm ET
Steward Partners and Raymond James Add Wells Fargo Advisors with over $230 Million to Washington and Bethesda Offices
WASHINGTON, Jan. 23, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Sarah Marks, CFP®, Director, Andrew Egber, Senior Vice President, and Miguel Lopez, Vice President, have joined Steward Partners from Wells Fargo, where they managed approximately $230 million in client assets. Marks and her team join Steward's Washington office, while Egber and Lopez, who operate as The Egber-Lopez Investment Group, join the firm's Bethesda, Md
Jan 08, 2018 06:36 pm ET
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Announces an Investigation Concerning Possible Breaches of Fiduciary Duty by Certain Officers and Directors of Raymond James Financial, Inc.
Levi & Korsinsky announces it has commenced an investigation of Raymond James Financial, Inc. (NYSE:RJF) concerning possible breaches of fiduciary duty. To obtain additional information, go to:
Nov 27, 2017 08:00 am ET
TD Bank Invests in Affordable Housing for At-Risk Homeless Youth, Among the First in the Nation
CHERRY HILL, N.J., Nov. 27, 2017 /PRNewswire/ -- TD Bank, America's Most Convenient Bank®, today announced it will assist in financing Project HOME's development of an affordable housing, LGBTQ-friendly residence for formerly homeless young adults. Project HOME is a non-profit organization empowering individuals to break the cycle of poverty and homelessness through affordable housing, employment, health care and education. The young adult residence will be the first of its kind in Pennsylvania, and among the first in the nation.
Nov 20, 2017 07:40 am ET
Recent Analysis Shows Fortive, Raymond James Financial, Arthur J. Gallagher, Edgewell Personal Care, WEC Energy Group, and Avery Dennison Market Influences — Renewed Outlook, Key Drivers of Growth
NEW YORK, Nov. 20, 2017 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Fortive Corporation (NYSE:FTV), Raymond James Financial,...
Oct 26, 2017 01:35 pm ET
Steward Partners and Raymond James Expand in Maryland with 11th Location, Open Newest Office in Baltimore
WASHINGTON, Oct. 26, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, fullservice independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Barry Salzman, CPM®, Director and Wealth Manager, Joshua Mauer, Senior Vice President and Wealth Manager, and Michael Robert Hoff, Vice President and Wealth Manager, have joined Steward Partners from Morgan Stanley, where they managed approximately $175 million in client assets. The team, collectively known as The SMH Capital Group, will launch Steward Partners'
Oct 25, 2017 03:32 pm ET
Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
WASHINGTON, Oct. 25, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Timothy Davis, CFP®, Managing Director and Wealth Manager, Michaelyn Bortolotti, Vice President and Wealth Manager, have joined Steward Partners from Morgan Stanley, where they managed approximately $200 million in client assets. Additionally, Michael Carilli, Vice President and Senior Registered Client Administrative Manager, joins the team from Fidelity. Year
Jul 12, 2017 04:44 pm ET
Steward Partners and Raymond James Continue Strong Recruiting Momentum with Addition of New Boston Advisor
WASHINGTON, July 12, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Roberto "Bob" Solano has joined Steward Partners as Managing Director and Partner. Solano, formerly of Morgan Stanley, where he managed $120 million in client assets, joins Steward Partners' Boston location. Year to date, Steward Partners has added over $2 billion in recruited assets under management and 19 new wealth managers.
Jul 06, 2017 03:50 pm ET
Steward Partners Awarded "Best Place to Work" by Washington Business Journal in the Medium-Sized Company Category
WASHINGTON, July 6, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), was awarded the Best Place to Work in the medium-sized company category at Washington Business Journal's annual ceremony this past week.
Jun 14, 2017 01:57 pm ET
Investors who recovered losses in recent months after Brokers recommended LINN or BreitBurn praise Mark Tepper Law firm
FT. LAUDERDALE, Fla., June 14, 2017 /PRNewswire/ -- A retired Broward school teacher who recently recovered losses in BreitBurn Energy Partners LP. [OTC: BBEPQ] has praised the Mark Tepper law firm for its work in representing his claim for damages against Merrill Lynch. (Learn More at MarkTepper.com)
May 22, 2017 07:00 am ET
Steward Partners Continues Senior Leadership Team Buildout with Addition of Chief Financial Officer George Way
WASHINGTON, May 22, 2017 /PRNewswire/ -- Steward Partners Holdings, LLC (Steward), the holding company for Steward Partners Global Advisory and Steward Partners Investment Advisory and Steward Partners Consulting Solutions, today announced that George Way, the former COO of RidgeWorth Investments, has joined the firm as Chief Financial Officer. Prior to his position at RidgeWorth, Way was the Chief Financial Officer and Chief Operating Officer of Seix Investment Advisors, LLC.
May 18, 2017 07:00 am ET
Steward Partners and Raymond James Continue Remarkable Growth; Advisor with $190 Million in Assets Joins New York City Office
WASHINGTON, May 18, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisor Mark Pojednic has joined Steward Partners as Senior Vice President and Partner. Pojednic, formerly of Wells Fargo Advisors, where he managed $190 million in client assets, joins Steward's midtown Manhattan office. Year to date, Steward Partners has added over $1.8 billion in recruited assets under management and 15 new wealth managers.
May 11, 2017 06:25 pm ET
Steward Partners and Raymond James Expand in New England With Tenth Location; Newest Office in Boston, Massachusetts
WASHINGTON, May 11, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today the opening of its tenth location, in Boston, Massachusetts. In late April, the Spector & Frisch Private Wealth Management Group and the Sweeney Wealth Management Group both joined Steward Partners from Wells Fargo Advisors. On May 4, Ali Mandalinci, CFP®, CPWA®, from UBS Wealth Management also joined the new Boston branch. Collectively, these five experienced adv
Apr 25, 2017 10:45 am ET
Raymond James' Banking Arm Reaches Five-year Milestone in Canada, Surpassing $2 Billion in Loan Commitments
TORONTO, April 25, 2017 /CNW/ - Raymond James Finance Company of Canada Ltd., the Canadian subsidiary of Raymond James Bank, National Association, recently celebrated its five-year anniversary of providing corporate banking solutions to mid-market and large cap borrowers in Canada.
Apr 04, 2017 12:32 pm ET
Steward Partners and Raymond James Maintain Growth Momentum in Washington, DC, With Arrival of $160 Million Advisor
WASHINGTON, April 4, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC (Steward), an employee-owned, full-service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisor William (Bill) R. Blake, III, AIF®, has joined Steward Partners as Director and Partner. Blake, formerly of Wells Fargo Advisors, joins Steward's Washington, DC office.
Mar 27, 2017 10:38 am ET
On Heels of FINRA Arbitration Awards Attorney Mark A. Tepper Earns Peer Award
FT. LAUDERDALE, Fla., March 27, 2017 /PRNewswire/ -- On the heels of FINRA Arbitration Awards in separate claims for damages against Raymond James (NYSE: RJF), and Merrill Lynch, the law firm of Attorney Mark A. Tepper is celebrating a peer-review award.
Mar 21, 2017 09:00 am ET
Steward Partners and Raymond James Impressive Growth Continues in New York City; Adds Nearly $1 Billion in New Assets in Less Than Three Months
WASHINGTON, March 21, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC (Steward), an employee-owned, full-service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisor Michael Germano IV, CFP®, ChFC®, has joined Steward as Senior Vice President and Partner. Germano, formerly of Citigroup Personal Wealth Management, joins Steward's midtown Manhattan office. Year to date, Steward Partners has added nearly $1 billion in recruited assets under management and nine new wealth managers.
Mar 20, 2017 10:38 am ET
Linn Energy Investor recovers losses - Applauds Attorney Mark Tepper
FT. LAUDERDALE, Fla., March 20, 2017 /PRNewswire/ -- A Linn Energy investor said today that he considered attorney Mark A. Tepper "a true protector of investors" by fighting for recovery in an arbitration claim against Raymond James (NYSE: RJF).
Mar 13, 2017 10:38 am ET
Raymond James ordered to pay back Linn Energy investor
FT. LAUDERDALE, Fla., March 13, 2017 /PRNewswire/ -- The Securities Law Firm of Attorney Mark A. Tepper announced today that a FINRA Arbitrator has awarded compensatory damages, interest, and filing fee reimbursement,  to an army veteran in a claim against Raymond James (NYSE: RJF), following investment losses in Linn Energy LLC (OTC: LINEQ).
Mar 10, 2017 06:13 pm ET
S&P Dow Jones Indices Announces Changes to U.S. Indices and Updates to U.S. Indices Methodology and Market Cap Guidelines
NEW YORK, March 10, 2017 /PRNewswire/ -- S&P Dow Jones Indices is updating the market cap guidelines for its U.S. Indices. Effective today, the new guidelines are:
Feb 21, 2017 04:50 pm ET
Steward Partners and Raymond James Launch Clearwater, Florida Office; Steward expands outside its Northeast Footprint with Ninth Location
WASHINGTON, Feb. 21, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, fullservice independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today the opening of its ninth location, in Clearwater, Florida. In January, Frank Hibbard, III and Amy Rosa of The Hibbard Group joined Steward Partners as Partners, Senior Vice President and Vice President, respectively. In early February, Todd Hoffman CFP®, a Barron's Top 1200 Advisor in 2016*, joined with his team as a Partner and Managing Director. This week, Managing
Jan 23, 2017 01:07 pm ET
Steward Partners And Raymond James Begin 2017 With Addition Of $200 Million Advisors In New York State
WASHINGTON, Jan. 23, 2017 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Alexandra Koch and Brandon Haase,  both senior vice presidents and wealth managers, have joined the New York City and Albany, New York offices respectively. 
Nov 29, 2016 09:38 am ET
Veteran on disability files claim against Raymond James
FT. LAUDERDALE, Fla., Nov. 29, 2016 /PRNewswire/ -- The law firm of Securities Fraud Attorney Mark A. Tepper has filed claim against Raymond James Financial Services Inc. (NYSE: RJF), on behalf of an army veteran on disability. The claim seeks recovery of losses amounting to more than 80 percent of the principal in the veteran's account with Raymond James.
Nov 07, 2016 01:51 pm ET
Steward Partners and Raymond James Welcome three Advisors who collectively managed $500 Million; Opens New Office in Keene, NH
WASHINGTON, Nov. 7, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisors Carl Gravina, Liana Poodiack, and Joshua Houle have joined Steward Partners as Founding Partners in a new Keene, New Hampshire location. The group of advisors has a combined 35 years of experience serving clients as wealth managers and joins Steward from Wells Fargo (Gravina and Poodiack) and Edward Jones (Houle) where they collectively managed
Oct 11, 2016 08:00 am ET
Steward Partners Global Advisory Hires Jim Connors to be Divisional President in New England
WASHINGTON, Oct. 11, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Jim Connors, has joined Steward Partners as Divisional President. Connors has over 30 years of senior leadership experience in the financial services industry, with 17 of those years managing in the New England market for Wells Fargo.
Aug 02, 2016 01:38 pm ET
Steward Partners Continues Board Of Director's Buildout With Addition Of Elizabeth Fisher, Former President And CEO Of BrownCo; JPMorgan Asset And Wealth Management Group
WASHINGTON, Aug. 2, 2016 /PRNewswire/ -- Steward Partners Holdings LLC (Steward), the holding company for Steward Partners Global Advisory, Steward Partners Investment Advisory and Steward Partners Consulting Solutions, today announced that Elizabeth J. Fisher, the former president and CEO of BrownCo, a subsidiary of JPMorgan Asset & Wealth Management Group, has joined as the ninth member of the firm's board of directors. Over the last two years Steward has welcomed several high-powered executives to their board including Stephen Key, Former CFO of ConAgra and Textron, who joined in earl
Jul 25, 2016 03:30 pm ET
Raymond James and Steward Partners See Continued Growth; Expands With $100 Million Advisor from UBS Wealth Management
WASHINGTON, July 25, 2016 /PRNewswire/ -- Steward Partners Global Advisory, LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that financial advisor Keith Barberis has joined Steward Partners as director and partner. Barberis, formerly of UBS Wealth Management, where he managed some $100 million in client assets, joins Steward's Bethesda, Maryland office and three former Legg Mason colleagues, Connie Miner, Tom O'Bryon, II and Amy Sachs. 
Jun 14, 2016 03:00 pm ET
Steward Partners and Raymond James Expands in New England with New Location and Three Advisors in Manchester, NH
WASHINGTON, June 14, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that financial advisors John Rice, Alan Scalingi and Andy Githmark, have joined Steward Partners as Founding Partners in a new Manchester, New Hampshire location. The team has a combined 60 years of experience serving clients as wealth managers and joins Steward from Morgan Stanley where they collectively managed $235 million in client assets and had $1.8 million in r
May 18, 2016 04:56 pm ET
Faruqi & Faruqi, LLP is Investigating Raymond James Financial, Inc. (RJF) on Behalf of its Shareholders
NEW YORK, May 18, 2016 /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential misconduct at Raymond James Financial, Inc. ("Raymond James" or the "Company") (NYSE:RJF).
May 16, 2016 03:57 pm ET
Steward Partners' Impressive Growth Continues in Mid-Atlantic Region; Welcomes $100 Million Advisor from UBS Wealth Management
WASHINGTON, May 16, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that financial advisor Tom O'Bryon, II has joined Steward Partners as managing director and founding partner. O'Bryon, formerly of UBS Wealth Management, joins Steward's Bethesda, Maryland office. O'Bryon joins two former Legg Mason colleagues, Connie Miner and Amy Sachs.  At UBS, O'Bryon managed approximately $100 million in client assets and generated $825,
Apr 12, 2016 01:54 pm ET
Steward Partners & Raymond James Attract $325 Million Veteran Advisor from Merrill Lynch in NYC
WASHINGTON, April 12, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that veteran financial advisor Michael Sauerborn has joined Steward Partners as managing director and founding partner. Sauerborn, formerly of Merrill Lynch, joins Steward's flagship New York City office, just a month after Eric Beiley, a multi-million dollar advisor, joined from Morgan Stanley. At Merrill Lynch, Sauerborn managed over $325 million in clien
Mar 22, 2016 04:00 pm ET
Steward Partners and Raymond James welcome $210 Million team from Wells Fargo Advisors
WASHINGTON, March 22, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that Derek Majkowski and George Shirley, have joined Steward Partners as partners and senior vice presidents. Majkowski and Shirley, formerly of Wells Fargo Advisors, joins Steward's headquartered Washington, DC office. Together they managed over $210 million in client assets, and produced over $1.3 million in annual revenue. They are the fourth multi-milli
Mar 08, 2016 02:45 pm ET
Steward Partners and Raymond James Celebrate The Arrival of $570 Million Elite Advisor
WASHINGTON, March 8, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that Eric Beiley and his assistant, Ismael Robledo, have joined Steward Partners as managing director, founding partner, and associate managing director, founding partner respectively. Beiley, formerly of Morgan Stanley, joins Steward's flagship New York City office, expanding the firm's presence in the New York/New England market. He manages over $570 milli
Jan 20, 2016 06:00 am ET
Steward Partners Starts Year With Arrival of $200 Million Team; Mid-Atlantic Footprint Continues Rapid Expansion
WASHINGTON, Jan. 20, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, aligned with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that The Miner Group, consisting of Constance Miner, CFP® and Ross Hamilton, CFP®, have joined Steward Partners as Managing Director, Founding Partner, and Vice President, Founding Partner respectively. The Miner Group, formerly of UBS, join Steward's fast growing Bethesda branch, expanding the firm's presence in the Greater DC market. The team manages over $20

Thank you for visiting InsiderTracking.com. We have detected you cannot see ads being served on our site due to blocking. Unfortunately, due to the high cost of data, we cannot serve the requested page without the accompanied ads.

If you wish to consider using a browser that blocks ads, please log in or subscribe.

Alternatively, if you have installed ad-blocking software, please disable it (sometimes a complete uninstall is necessary). If you are in private browsing mode and do not want to subscribe, please disable tracking protection while visiting our website.

Thank you for using Insider Tracking.