Raymond James Tops Estimates, Adds 75 Reps in Latest Quarter

Published on October 24, 2024

Its private client assets jumped 25% from a year ago to $1.5 trillion.

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Many Advisors Say They Do Comprehensive Planning. The Facts Suggest Otherwise.

October 23, 2024
A new Cerulli research report shows big gaps between what advisors say they provide and what clients receive.

State Regulators Find Fraud on the Rise in Digital Assets, Social Media

October 24, 2024
Public tips and investor complaints are also rising, according to NASAA.      Related StoriesFidelity: RIA Deal Size Rises, Volume Eases in 2024Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneLeading RIAs, Wealth Managers Launch 'Net Positive' Consortium