People Moves Related to "Raymond James launches a separate RIA unit and appoints a former Merrill Lynch breakaway to head it"
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After recruitment of minorities and women gets CEO-level attention at Raymond James, a program gets a dynamic leader
Aug 24, 2019With 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
Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role
Jun 6, 2019Maria 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
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Mar 4, 2019The 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
How exactly Jamie Price got Shannon Reid to exit Raymond James for Osaic. It started with 'five minutes' then each made a big shift
Dec 19, 2025The Osaic CEO sought a top 'growth' officer but quickly shifted to 'president' and Reid was caught off guard by how the Osaic vison clicked with her.
Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
Nov 6, 2024The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.
Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too
Oct 29, 2022The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.
Raymond James promotes yet another woman to a powerful position -- this time an alum of Duke, Columbia by way of Goldman Sachs -- to head the very LPL-intensive Northeast corridor
Dec 3, 2018Jodi Perry puts Shannon Reid in charge of the wealth-intensive Maryland-to-Maine corridor