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Articles tagged "Bill Van Law"


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Renee Baker will take over Raymond James' Advisor Inclusion Networks as the company aims to solve its diversity and inclusion problem.

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 at 4:25 AM

Maria Daley is heading for greener pastures closer to sweet home Chicago.

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 at 2:16 AM

Greg Bruce: I’m looking forward to expanding and strengthening Raymond James’ capabilities that provide support and services to RIA client firms.

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 at 11:54 PM

The churn of talent in the RIA business no longer happens the old-fashioned way.

RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them

Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines

May 18, 2018 at 9:23 PM

Bill Van Law: I am looking forward to time with my family before pursuing the next chapter in my life and career.

Bill Van Law's exit from Raymond James was preceded by 'administrative leave' and HR investigation, sources say

The head of the RIA unit succeeded in growing RIA assets to $25 billion but never was accepted as 'RIA native' by RIAs or the industry

March 23, 2018 at 11:54 PM

Paul Reilly confirmed that, for the first time, the fastest growing segment in the firm’s private client group last fiscal year was its RIA channel.

In calm after storm Raymond James showcases three RIA tipping points at RIA confab -- and two of them are good

The St. Petersburg, Fla.-based broker-dealer took unabashed aim at the brokerage model as Tom Giacchetti warned RIAs about an SEC no longer content with firing warning shots

October 12, 2017 at 8:57 PM

Scott MacKillop: Much of successfully completing these long hikes is mental rather than about pure physical strength.

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 at 6:21 PM

John Straus: Other broker-dealers are not experienced in dealing with a wealthy complex client.

Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the startup 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 at 9:04 PM

Brian Hamburger: None of the new rules, even the proposed ones, will be crippling to your business.

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 at 6:41 PM

Skip Schweiss: We contacted each of the three guide services on Mount Shasta, inquiring about guiding our group up the mountain in that time frame. Two of them told us we were crazy.

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 at 5:26 PM

Maria Daley: It was such a great opportunity that I couldn't not get that job. I had to seize it.

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 at 6:46 PM

No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.

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 at 7:46 PM

New York brings out the grand-strategy-explaining mood and Dina met Bill Van Law in at this Manhattan hotel lobby to get him to talk LPL.

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 at 5:59 PM

Bill Van Law: We saw advisors who ... left for an RIA model, and that was disturbing. That reinforced that the strategy wasn't going to work going forward unless we created something more competitive.

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 at 1:03 PM

Bill Van Law: The RIA space is where the growth is. We looked at it and said: "We're not really capturing it"

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 at 5:58 PM

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