Articles tagged "Bill Van Law"
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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
RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them
Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines
May 18, 2018 at 9:23 PM
Bill Van Law's exit from Raymond James was preceded by 'administrative leave' and HR investigation, sources say
The head of the RIA unit succeeded in growing RIA assets to $25 billion but never was accepted as 'RIA native' by RIAs or the industry
March 23, 2018 at 11:54 PM
In calm after storm Raymond James showcases three RIA tipping points at RIA confab -- and two of them are good
The St. Petersburg, Fla.-based broker-dealer took unabashed aim at the brokerage model as Tom Giacchetti warned RIAs about an SEC no longer content with firing warning shots
October 12, 2017 at 8:57 PM
Skip Schweiss and Chip Roame lead risky, if risk-managed, hike of RIA types on famously perilous trail -- with danger striking right on schedule
Wild boar, spinner dolphins and Portuguese men o' war looked on as we essayed Hawaii's Kalalau Trail, finding out firsthand why it's called the 10th-most dangerous hike in America
July 21, 2017 at 6:21 PM
Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the startup schneid
The St. Petersburg, Fla.-based broker-dealer connected with Steward and this time it gets play at making gains in two weak areas -- serving RIAs and ultra high net worth investors
July 13, 2017 at 9:04 PM
Brian Hamburger plays the heavy on DOL rules at Ray Jay's national RIA event in St. Petersburg and goes light on fear-mongering
The MarketCounsel CEO had good news as RJ's Bill Van Law let RIAs know that the Alex. Brown deal brings alternative investment choices, services for the UHNW market, new lending offerings and multicurrency capabilities
October 10, 2016 at 6:41 PM
After guides say no to RIA adventurers' proposal to scale Mount Shasta, ankles snapped, teams faded and only a few saw the summit
The experts said it couldn't -- shouldn't -- be done but 17 advisors and execs from 10 states displayed true RIA mettle on the harrowing climb
June 13, 2016 at 5:26 PM
After winning a $1-billion RIA, Raymond James fills a void by hiring a true-blue elite RIA executive
The St. Petersburg, Fla.-based maestro of advice channels is hiring an RIA custody virtuoso with Schwab and Fidelity training
September 4, 2015 at 6:46 PM
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
October 14, 2014 at 7:46 PM
A few things I learned about the Raymond James RIA effort in an NYC sit-down with Bill Van Law
The St. Petersburg, Fla. company's appraoch to the RIA business will be to do more for bigger RIAs that hunger for fuller custody service
August 8, 2013 at 5:59 PM
After 'disturbing' RIA losses at Raymond James, Bill Van Law is going on offense -- starting with hires of veteran LPL and Fidelity execs
The big Florida custodian and broker is finally holding itself accountable to a stiff target -- doubling to $16 billion in two years -- as it buys up expensive talent while cutting prices
July 23, 2013 at 1:03 PM
Raymond James launches a separate RIA unit and appoints a former Merrill Lynch breakaway to head it
Calling the RIA business a 'strategic imperative', Chet Helck is making Bill Van Law the founding president of the RJ investment advisors division
