Articles tagged "Scott Curtis"
Headline
Publish date
Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels -- IBD, RIA and captive -- make negligible net recruiting advances
After modest gains in headcount, the St. Petersburg, Fla. broker dealer is adding a plug-and-play corporate RIA channel for advisors who don't want the headache of overhead.
May 20, 2022 at 3:33 AM
How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial
Michael Paley comes to Klingman & Assoc. with a mandate to add billions in AUM for his fellow-but-elder Princeton tiger
June 25, 2014 at 5:45 AM
Raymond James lets six advisors steal the show at its national event with TED-style talks
RJFS's president denounces DOL changes as 'unhealthy' and its CEO discloses its strategy for becoming the No. 1 go-to for RIAs
June 4, 2014 at 2:08 AM
How Ex-Morgan Stanley powers are rolling up ex-colleagues and how big Raymond James cash fits into the picture
Steward Partners Global Advisory will custody all its assets at RJ but won't have to foot the bill for signing bonuses
May 12, 2014 at 6:06 AM
The story behind how Raymond James won two big teams from LPL and Wells Fargo in the past couple of weeks
When the mid-sized Florida broker-custodian takes on bigger giants, it plays the little-guy card
January 7, 2014 at 8:47 PM
Raymond James' two-hatted Helck addresses his advisor crowd on both levels
The CEO believes a 20-year war may yet be won
April 30, 2013 at 7:34 AM
LPL, Raymond James and TD data -- and Walt Bettinger, Mike Durbin comments -- reveal rotten first quarter for breakaways
Mark Casady's explanation is hard to swallow for Danny Sarch, Mindy Diamond; Bettinger inveighs against 'rat trap' of checkbook recruiting; Ryan Shanks says advisors are "numb to the chaos"
April 26, 2013 at 5:17 PM
With Dick Averitt retiring, Raymond James taps a star from within to take on LPL
Scott Curtis' background includes GE Financial, Raymond James and life as the son of a Dartmouth coach
