Raymond James Financial reported a 19.5% rise in first-quarter profit on Wednesday, bolstered by strong performance in its capital markets and wealth management businesses.
M&A activity gradually picked up in pace over the last 12 months as market conditions improved, CEO Paul Reilly said during an earnings call Wednesday. President Paul Shoukry is scheduled to succeed ...
But it has been widely reported that SageSpring Wealth Partners, a network of 45 advisory teams with $6.4 billion under management, has left RaymondJames to join Dynasty Financial Partners.