News
- Raymond James Ranks Highest in J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM
- Article by Terry Lamb Published in CityScope Magazine
- SmartMoney Ranks Raymond James No. 1 Among Full-Service Brokers
- Raymond James Named one of "America's Most Trustworthy Companies" in Forbes.com
- Round Table Advisors Featured in Chattanooga Magazine
- Article by Tony D'Andrea published in TN CPA Journal
- Article by Terry Lamb Published in Sterling Southeast Magazine
- Raymond James Updates Account Statements
- Raymond James Leads Industry with Variable Annuity Restructuring Initiative
Raymond James Ranks Highest in J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM
July 2008
Raymond James was ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 study. Check out the press release to find out more details.
Article by Terry Lamb Published in CityScope Magazine
An article by Terry Lamb, "Choosing the Right Retirement Plan for Your Business," was featured in the June 2008 business issue of CityScope. Click here to read the article. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
SmartMoney Ranks Raymond James No. 1 Among Full-Service Brokers
June 2008
To read the article from SmartMoney, click here. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
Raymond James Named one of "America's Most Trustworthy Companies' in Forbes.com
March 2008
To view the article from Forbes.com, click here. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
Round Table Advisors Featured in Chattanooga Magazine
The Round Table Advisors of Raymond James & Associates, Inc. were featured in the March/April 2007 issue of Chattanooga magazine. Click here to read the article. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
Article by Tony D'Andrea published in TN CPA Journal
Tony D'Andrea, Jr.'s writing was featured in the January/February 2007 issue of the Tennessee CPA Journal. Click here to read the article. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
Article by Terry Lamb Published in Sterling Southeast Magazine
Terry Lamb's writing was featured in the Fall 2006 issue of Sterling Southeast. Click here to read the article. In order to view the article, you may need to download the free Adobe Acrobat Reader. For information, please see our Free Software page.
Raymond James Updates Account Statements
Updates to Raymond James account statements are expected to debut in early 2007. Click here to see the presentation "A Guide to Your Raymond James Statement." To view the presentation, you may need to download the free Flash 7 media player. For information about downloading the Flash media player, please see our Free Software page.
Raymond James Leads Industry with Variable Annuity Restructuring Initiative
Raymond James Financial, Inc. has made an unprecedented move to require the restructuring of variable annuities offered through financial advisors.
Raymond James requires all approved annuity providers to offer an alternative pricing structure that reduces client costs without impacting standard or optional benefits. Requirements communicated to annuity carriers earlier this summer are designed to:
- Lower policy fees,
- Create consistent commissions and
- Reduce opportunities for confusion by simplifying offerings.
"Once our requirements are met, Raymond James financial advisors will be able to recommend the same annuity features and benefits from leading insurance companies as those offered by competitors — simply at a lower cost to the client,"explained President and Chief Operating Officer Chet Helck. "Our commitment to a better variable annuity alternative only underscores our dedication to serving the best interests of our clients and to improved product alignment within the securities industry."
As part of this move, Raymond James will no longer offer variable annuities through the firm's nearly 5,000 financial advisors from carriers that do not meet the new requirements.