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Scott Curtis

9 articles

Articles tagged "Scott Curtis"

Scott Curtis says the new RIA channel has edge because classic RIAs are 'time-consuming'

May 20, 2022

Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels -- IBD, RIA and captive -- make negligible net recruiting advances

After modest gains in headcount, the St. Petersburg, Fla. broker dealer is adding a plug-and-play corporate RIA channel for advisors who don't want the headache of overhead.

Michael Paley: It would have been tougher to leave three years ago. It was still in the prove-it mode.

Jun 25, 2014

How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial

Michael Paley comes to Klingman & Assoc. with a mandate to add billions in AUM for his fellow-but-elder Princeton tiger

Paul Reilly: To be the premier alternative to Wall Street we want to have the size and scale and products of any Wall Street or custodial firm, but keep our Main Street values.

Jun 4, 2014

Raymond James lets six advisors steal the show at its national event with TED-style talks

RJFS's president denounces DOL changes as 'unhealthy' and its CEO discloses its strategy for becoming the No. 1 go-to for RIAs

Mike Maurer: We've coached their kids in little league and gone to weddings and funerals with them.

May 12, 2014

How Ex-Morgan Stanley powers are rolling up ex-colleagues and how big Raymond James cash fits into the picture

Steward Partners Global Advisory will custody all its assets at RJ but won't have to foot the bill for signing bonuses

Raymond James recruited Becky Wiles, Terry Wiles, Heather Monzote, Ryan Smith and two hound puppies, Maia and Sky, in December.

Jan 7, 2014

The story behind how Raymond James won two big teams from LPL and Wells Fargo in the past couple of weeks

When the mid-sized Florida broker-custodian takes on bigger giants, it plays the little-guy card

Chet Helck: We're confident, but this is one that we can't give up being vigilant about.

Apr 30, 2013

Raymond James' two-hatted Helck addresses his advisor crowd on both levels

The CEO believes a 20-year war may yet be won

Mark Casady: When our same-store sales are up, then recruiting is typically down.

Apr 26, 2013

LPL, Raymond James and TD data -- and Walt Bettinger, Mike Durbin comments -- reveal rotten first quarter for breakaways

Mark Casady's explanation is hard to swallow for Danny Sarch, Mindy Diamond; Bettinger inveighs against 'rat trap' of checkbook recruiting; Ryan Shanks says advisors are "numb to the chaos"

Scott Curtis: Going over to the independent contractor model is kind of like going back to where I started.

Dec 8, 2011

With Dick Averitt retiring, Raymond James taps a star from within to take on LPL

Scott Curtis' background includes GE Financial, Raymond James and life as the son of a Dartmouth coach

Scott Curtis

Articles tagged "Scott Curtis"

Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels -- IBD, RIA and captive -- make negligible net recruiting advances

How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial

Raymond James lets six advisors steal the show at its national event with TED-style talks

How Ex-Morgan Stanley powers are rolling up ex-colleagues and how big Raymond James cash fits into the picture

The story behind how Raymond James won two big teams from LPL and Wells Fargo in the past couple of weeks

Raymond James' two-hatted Helck addresses his advisor crowd on both levels

LPL, Raymond James and TD data -- and Walt Bettinger, Mike Durbin comments -- reveal rotten first quarter for breakaways

With Dick Averitt retiring, Raymond James taps a star from within to take on LPL

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