Articles tagged "Bill Van Law"


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Skip Schweiss and Chip Roame lead risky, if risk-managed, hike of RIA types on famously perilous trail -- with danger striking right on schedule

Wild boar, spinner dolphins and Portuguese men o' war looked on as we essayed Hawaii's Kalalau Trail, finding out firsthand why it's called the 10th-most dangerous hike in America

July 21, 2017 — 6:21 PM UTC

Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the start-up schneid

The St. Petersburg, Fla.-based broker-dealer connected with Steward and this time it gets play at making gains in two weak areas -- serving RIAs and ultra high net worth investors

July 13, 2017 — 9:04 PM UTC

Brian Hamburger plays the heavy on DOL rules at Ray Jay's national RIA event in St. Petersburg and goes light on fear-mongering

The MarketCounsel CEO had good news as RJ's Bill Van Law let RIAs know that the Alex. Brown deal brings alternative investment choices, services for the UHNW market, new lending offerings and multicurrency capabilities

October 10, 2016 — 6:41 PM UTC

After guides say no to RIA adventurers' proposal to scale Mount Shasta, ankles snapped, teams faded and only a few saw the summit

The experts said it couldn't -- shouldn't -- be done but 17 advisors and execs from 10 states displayed true RIA mettle on the harrowing climb

June 13, 2016 — 5:26 PM UTC

After winning a $1-billion RIA, Raymond James fills a void by hiring a true-blue elite RIA executive

The St. Petersburg, Fla.-based maestro of advice channels is hiring an RIA custody virtuoso with Schwab and Fidelity training

September 4, 2015 — 6:46 PM UTC

Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

The confab also extruded real news on the St. Petersburg custodians' roll-out of an no-transaction-fee platform and its de-manualization of social media for RIAs

October 14, 2014 — 7:46 PM UTC

A few things I learned about the Raymond James RIA effort in an NYC sit-down with Bill Van Law

The St. Petersburg, Fla. company's appraoch to the RIA business will be to do more for bigger RIAs that hunger for fuller custody service

August 8, 2013 — 5:59 PM UTC

After 'disturbing' RIA losses at Raymond James, Bill Van Law is going on offense -- starting with hires of veteran LPL and Fidelity execs

The big Florida custodian and broker is finally holding itself accountable to a stiff target -- doubling to $16 billion in two years -- as it buys up expensive talent while cutting prices

July 23, 2013 — 1:03 PM UTC

Raymond James launches a separate RIA unit and appoints a former Merrill Lynch breakaway to head it

Calling the RIA business a 'strategic imperative', Chet Helck is making Bill Van Law the founding president of the RJ investment advisors division

February 13, 2012 — 5:58 PM UTC
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