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Raymond James

Equities

Raymond James cements return to profit

Advisory and wrap business Raymond James Investment Services has consolidated its return to profit, generating almost £235,000 in 2013.

clock 21 August 2014 •

Technology

Forget Facebook and #ad, LinkedIn is your real money maker - Raymond James

Forget Facebook and #ad, LinkedIn is your real money maker, argues Raymond James

clock 07 August 2014 • 3 min read

Investment

How do wealth manager fees stack up in the unbundled era?

Analysts at Numis have compared charges from the likes of Barclays, Brewin, Coutts and Rathbones to investigate how industry fees stack up against platforms' newly-unveiled clean prices.

clock 13 February 2014 •

ETFs

Exchange traded products: The post-RDR boom product?

ETPs

clock 21 November 2013 •

Wrap/platforms

Investment company sales on platforms up 53% - AIC

Investment company purchases on platforms by advisers and wealth managers are up 53% in the first six months of 2013 against the same period last year, research by the Association of Investment Companies (AIC) suggests.

clock 21 October 2013 •

Wrap/platforms

Re-cap: Ten key platform pricing changes you need to know about

PLATFORMS

clock 08 August 2013 •

Your profession

Fisher shares lessons learned after buyout that ended in court

Wealth manager Towry inherited a "train wreck" when it acquired advisory firm Edward Jones in 2009, but it should have done more to "win the hearts and minds" of its new staff, its chief executive Andrew Fisher has said.

clock 16 July 2013 •

Wrap/platforms

Raymond James eyes small investors with bundled pricing

Raymond James has launched a bundled pricing model on its platform as part of a drive to attract smaller investors.

clock 19 June 2013 •

Wrap/platforms

Hermes launches on UK platform for first time

Fund manager Hermes is to launch its UCITS range on a UK platform for the first time.

clock 06 November 2012 •

Your profession

TISA to attempt industry consensus on adviser contracts

The Tax Incentivised Savings Association (TISA) has confirmed plans to draft an industry protocol on the use of restrictive covenants in adviser contracts.

clock 20 June 2012 •
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