Raymond James adds AI-driven financial planning tool [Wealth Professional (Canada)]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
Check Earnings Report
US:NYSE Investor Relations:
raymondjames.com/investor-relations
Company Research
Source: Wealth Professional
Raymond James Ltd. has partnered with Conquest Planning Inc. to enhance the client experience for Raymond James-affiliated advisors by personalizing financial advice in line with Raymond James' wealth management approach. This strategy addresses various aspects of clients' financial lives, combining strategic planning, investment strategies, and tailored solutions. Conquest's AI-powered financial planning platform allows Raymond James advisors to create hyper-personalized strategies, offering precise scenario analysis, goal-based planning, and real-time adjustments to enhance client experiences. The partnership supports Raymond James' commitment to comprehensive wealth management by providing improved insights, client engagement, and tailored financial advice. Michelle Connolly, head of Financial Planning and Insurance at Raymond James, emphasized that “Conquest's comprehensive and thorough client discovery process is designed to provide a highly personalized, client-driven s
Show less
Read more
Impact Snapshot
Event Time:
RJF
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
RJF alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
RJF alerts
High impacting Raymond James Financial, Inc. news events
Weekly update
A roundup of the hottest topics
RJF
News
- Advisor to Client [Advisor.ca (Canada)]Advisor.ca
- Those who invested in Raymond James Financial (NYSE:RJF) five years ago are up 131% [Yahoo! Finance]Yahoo! Finance
- Guardian Pharmacy Services Announces Launch of Initial Public Offering [Yahoo! Finance]Yahoo! Finance
- Apple shares slip as shorter iPhone 16 shipping times signal soft demand [Yahoo! Finance Canada]Yahoo! Finance Canada
- Here's Why Raymond James Financial, Inc. (RJF) is a Strong Value Stock [Yahoo! Finance]Yahoo! Finance
RJF
Earnings
- 7/24/24 - Beat
RJF
Sec Filings
- 9/20/24 - Form 3
- 9/6/24 - Form 4
- 9/4/24 - Form 8-K
- RJF's page on the SEC website