Key Takeaways Interactive Brokers benefits from tech-driven trading, global expansion and product innovation.Raymond James leverages acquisitions and diversified revenue streams to drive steady growth.Analysts see stronger earnings growth ahead for Interactive Brokers versus Raymond James.Interactive Brokers Group (IBKR) and Raymond James Financial (RJF) are two prominent names within the brokerage and investment services industry that serve retail and institutional clients. Since both firms generate revenu ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Two weeks ago, Raymond James filed a lawsuit in the U.S. District Court for the Eastern District of Michigan against Pietro “Peter” Melia, the Michigan-based husband of Sarah Melia, who was a Raymond James advisor for 13 years before her death in March 2025. The firm claimed he refused to return her company laptop and sent letters to clients soliciting them on behalf of another firm. A ...

St. Petersburg, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors from Compass Investment Management (CIM) to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS. The group operates office locations in Lewiston and Bangor, Maine, and includes advisors Gary Bragg, Colby Dionne, Daniel Espenscheid and Michael Nerney, along with Registered Broker Assistants Peg ...

St. Petersburg, Fla., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for August 2025, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. “Record client assets under administration of $1.69 trillion grew 10% year-over-year and 2% over the preceding month primarily driven by h ...

Key Takeaways Raymond James stock touched $176.65, marking a new 52-week high after a 16.2% three-month rally.Fed rate cuts and active M&A markets are boosting the firm's investment banking fee growth.Dividend hikes, share buybacks, and expansion moves support growth, despite expense pressures.Raymond James (RJF) shares touched a new 52-week high of $176.65 during Monday’s trading session. Over the past three months, the stock has risen 16.2%, outperforming the industry, the Zacks Finance sector and the S&P ...

核心观点 - Raymond James Financial Services(RJFS)新增由Aaron Mabon和Summer Deal领导的True North Wealth Advisors团队 该团队管理约1.9亿美元客户资产 拥有33年综合经验 专注于退休规划和投资管理服务 [1][2] 团队背景 - Aaron Mabon自2009年开始顾问生涯 拥有金融学士学位 过去12年任职于前公司 [3] - Summer Deal于2009年进入金融服务业 次年成为顾问 持有金融方向商学学士学位 [4] - 团队办公室经理为Lisa Ray 团队服务对象包括企业主、女性投资者和准退休人员 [2] 业务资源 - RJFS通过关联公司Raymond James & Associates提供全方位投资和财富规划服务 [5] - 截至2025年7月31日 Raymond James Financial总客户资产达1.65万亿美元 [5] - 证券服务通过FINRA/SIPC成员RJFS提供 投资顾问服务通过Raymond James Financial Services Advisors提供 [6] 合作动因 - 团队认可Raymond James以服务为先的文化与自身价值观高度契合 [4] - 公司提供的深度资源和独特文化使团队能坚守客户至上的原则 [3] - 扩充的资源支持使团队能更专注于客户服务 [4]

公司概况 - 市值达339亿美元 总部位于佛罗里达州圣彼得堡 是一家多元化金融控股公司 业务涵盖资产管理 银行 研究等服务 客户涵盖北美和欧洲的个人 机构和政府实体 [1] - 作为大型股公司 市值超过100亿美元门槛 反映其在资产管理行业的重要规模和影响力 [2] 股价表现 - 当前股价较1月29日历史高点17432美元低35% 但过去三个月累计上涨156% 略超纳斯达克综合指数同期152%的涨幅 [3] - 年内迄今上涨83% 52周累计涨幅达427% 虽落后于纳斯达克指数2025年157%的涨幅 但显著超越其过去一年264%的涨幅 [4] - 自5月初以来持续位于200日和50日移动平均线上方 显示看涨趋势 [4] 财务业绩 - 第三季度营收同比增长53%至34亿美元 超出市场预期11% [5] - 调整后每股收益同比下降88%至218美元 低于市场预期8% [5] - 第三季度为公司连续第150个盈利季度 前九个月实现创纪录的净收入和税前利润 [5] 同业比较与市场预期 - 2025年表现落后于道富银行142%的涨幅 但过去一年显著超越道富银行346%的涨幅 [6] - 15位分析师给予"温和买入"共识评级 平均目标价17492美元 较当前价位存在4%上行空间 [6]

St. Petersburg, Fla., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) (“Raymond James” or the “Company”) today announced the pricing of a registered underwritten public offering of (i) $650,000,000 aggregate principal amount of 4.900% senior notes due 2035 (the “2035 Notes”) and (ii) $850,000,000 aggregate principal amount of 5.650% senior notes due 2055 (the “2055 Notes” and, together with the 2035 Notes, the “Notes”). The 2035 Notes will bear interest at a rate of 4.900% per a ...

St. Petersburg, Fla., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Raymond James announced today the appointment of David Solganik as head of AI strategy. This newly created role underscores the firm’s commitment to strategically integrating artificial intelligence (AI) across its businesses – augmenting the human touch, rather than replacing it. The focus is on delivering data-driven insights, enhancing service models and developing secure, scalable applications that empower financial advisors, investment bankers a ...

核心观点 - Raymond James Financial Services(RJFS)独立顾问渠道新增四名来自Custom Wealth Strategies(CWS)的财务顾问 他们之前管理约3 15亿美元客户资产 专注于服务高净值客户群体 [1][2] 人员背景与团队构成 - 团队核心成员包括David R Burgio Sr(拥有31年金融服务行业经验 注册会计师 2011年创立CWS) Michael Malaney(财务规划师 持有CFP认证 7年顾问经验) David M Burgio Jr(财富规划师 正在攻读CFP资格) Mary M McCafferty(拥有22年财务顾问经验 持有CFP认证 曾任企业财务总监) [2][3][4][5] - 团队由两名CFP认证的辅助规划师 一名注册助理和一名办公室协调员提供支持 [5] 业务专长与客户定位 - 团队专门服务高净值客户群体 包括企业高管 医生 企业主以及处于或准备退休阶段的个人 [2] - 强调以长期视角为客户提供财富规划指导 帮助客户实现财务目标 [3] 公司平台与资源 - Raymond James提供强大的技术平台 资源和支持体系 助力顾问团队提升客户服务质量 [3] - RJFS作为全国性独立财务顾问支持平台 通过关联公司提供全面的投资和财富规划服务 [6] - 截至2025年7月31日 Raymond James整体管理客户资产规模达1 65万亿美元 [6] 组织架构与合规信息 - CWS是独立运营实体 并非注册经纪交易商 与Raymond James Financial Services保持独立关系 [7] - 证券业务通过FINRA/SIPC会员机构Raymond James Financial Services开展 投资顾问服务通过Raymond James Financial Services Advisors提供 [7]