Industry moves this week [Investment Executive - News]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Investment Executive - News
Facebook Each week, we summarize notable moves across the financial industry. Keeley Simpson has become chief executive officer, chief compliance officer and portfolio manager for her new independent wealth firm, Aretec Wealth Inc., based in Toronto. She’s joined in the venture by Will Simpson, president, and Greg Wise, vice-president. All three worked for BMO Nesbitt Burns Inc. — Keeley for 16 years, Will for 14 and Wise for six. The new firm has partnered with providers such as Fidelity Clearing Canada ULC and Conquest Planning Inc., and according to a release, wants to help “reshape the wealth management landscape in Canada.” Both Will and Wise reflected positively on their time with the bank, but Wise said in the release, “Aretec Wealth is for people who don’t want a ‘good enough’ experience with their money, but an experience that’s the best it can possibly be.” Summit Wealth Partners has joined CG Wealth Management’s Calgary office. The group includes senior portfolio manager
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News
- Raymond James Hits All-Time High: Is RJF Stock Worth Betting on? [Yahoo! Finance]Yahoo! Finance
- New Strong Buy Stocks for November 15th [Yahoo! Finance]Yahoo! Finance
- Best Value Stocks to Buy for November 15th [Yahoo! Finance]Yahoo! Finance
- Best Income Stocks to Buy for November 15th [Yahoo! Finance]Yahoo! Finance
- Discovery 2024 Short Duration LP Closes IPO [Canadian Business Journal (Canada)]Canadian Business Journal
RJF
Earnings
- 10/23/24 - Beat
RJF
Sec Filings
- 11/20/24 - Form 8-K
- 11/12/24 - Form SC
- 10/23/24 - Form 8-K
- RJF's page on the SEC website