Advisor to Client [Advisor.ca (Canada)]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Advisor.ca
Raymond James Ltd., the Canadian arm of Raymond James Financial Inc., and Winnipeg-based Conquest Planning Inc. partnered this month to provide Raymond James advisors with access to Conquest’s financial planning and analysis software. Manulife Wealth also partnered with Conquest to bring the software to the firm’s more than 1,000 advisors, a release said on Tuesday. Conquest’s platform can help create personalized advice for clients with scenario analysis, goals-based planning and real-time adjustment tools, among other features. Earlier this year, Conquest updated its artificial intelligence–powered strategic advice manager (SAM) to enable voice queries. Advisors can use SAM to gauge the potential impact of each financial decision on a client’s goals and financial plan. Victoria firm adopts d1g1t Burkett Asset Management Ltd. in Victoria, B.C., adopted d1g1t’s wealth management platform for back-office operations, as well as client experience, a release said last week. D1g1t’s f
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RJF
News
- 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
- Raymond James adds AI-driven financial planning tool [Wealth Professional (Canada)]Wealth Professional
- 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