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Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

The confab also extruded real news on the St. Petersburg custodians' roll-out of an no-transaction-fee platform and its de-manualization of social media for RIAs

Author Guest Columist Anthea Penrose October 14, 2014 at 7:46 PM
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No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.

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After recruitment of minorities and women gets CEO-level attention at Raymond James, a program gets a dynamic leader

With ratios stuck in the teens, CEO Paul Reilly gives chief marketing officer at subsidiary Carillon Tower Advisers, Renee Baker, her shot at mission impossible -- getting Advisor Inclusion Networks to live up to its Orwellian name

August 24, 2019 at 4:25 AM

Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role

Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis

June 6, 2019 at 2:16 AM

Raymond James finally names new RIA chief and, yes, he is a Schwab veteran

The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce

March 4, 2019 at 11:54 PM



Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Vintage Financial Services
Advisory Firm
Top Executive: Franklin Moore




Angie

Angie

October 15, 2014 — 7:00 PM

Andrea Schlapia – Ironstone Communications Inc. was also a speaker at this event.

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