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Why an $850 million BNY Mellon RIA team finally said 'yes' to Raymond James after a 'no' in 2007

LPL may have the lead in the quantity of RIAs it's bringing onboard, but Bill Van Law touts this win as an exemplar of the high-quality firms RJ is attracting

Friday, January 9, 2015 – 8:22 PM by Lisa Shider
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Ray Ifert [with Lorraine Faedo]: A number of services and products you provide can create some stickiness but as long as you're going to a firm that has the same abilities, the clients will come.

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BNY Mellon's new CEO is an RIA fan, and Pershing Advisor Solutions made a big personnel move to reflect it

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Mentioned in this article:

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




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