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Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves

On a short Raymond James, RBC and Wells Fargo leash, the biggest ETF manager in the industry with $28 billion loses Howard Present and brings up Laura Dagan from its board of directors

Thursday, December 4, 2014 – 12:36 AM by Sanders Wommack
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Howard Present resigned -- but not before the SEC scrutinized his company.

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In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 – 1:06 AM

After recruitment of minorities and women gets CEO-level attention at Raymond James, a program gets a dynamic leader

With ratios stuck in the teens, CEO Paul Reilly gives chief marketing officer at subsidiary Carillon Tower Advisers, Renee Baker, her shot at mission impossible -- getting Advisor Inclusion Networks to live up to its Orwellian name

August 24, 2019 – 4:25 AM

Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role

Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis

June 6, 2019 – 2:16 AM

Raymond James finally names new RIA chief and, yes, he is a Schwab veteran

The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce

March 4, 2019 – 11:54 PM

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Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law




Teresa Vollenweider

Teresa Vollenweider

December 4, 2014 — 10:53 PM

Do advisors/ers (or brokers masquerading as advisors/ers) get kickbacks from F-Squared for putting muppets’ money into their fund(s)?

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