New Raymond James guide tackles tough realities of firm transitions for advisors [Wealth Professional (Canada)]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Wealth Professional
Raymond James Ltd. has launched its updated ‘How to Transition Successfully' guide, created to support financial advisors as they consider transitioning to a new firm. Originally introduced in 2020, this guide addresses current issues raised by the advisor community, providing straightforward guidance on the challenges and considerations involved in changing firms. Scott Hudson, executive vice president and head of Wealth Management at Raymond James Ltd., emphasized that the ‘How to Transition Successfully' guide reflects the firm's capacity for candid conversations. Hudson stated, “We know honesty and relevance are essential to advisors, so we built a resource that addresses their worries head-on.” He acknowledged that changing firms requires substantial effort, with client retention as a central focus. Hudson added that the guide does not avoid discussing difficult aspects of transitions but instead provides “clear and candid advice to help advisors navigate the process.”
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Earnings
- 10/23/24 - Beat
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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