Youll be part of the only advisory team that works directly from our corporate headquarters, continuing an advisory tradition that started in 1962. REGISTRATION STATUS NOTICE FILINGS RAYMOND JAMES FINANCIAL, INC. *Raymond James ranked No. We havent helped our clients succeed in the management of their financial affairs by espousing general advice. This website uses cookies to ensure you get the best experience on our website. You cant know for sure if youll need long-term care or for how long, but you can plan for the possibility that youll one day need expensive long-term assistance if health problems result in a loss of independence. Our knowledgeable and experienced team can help you sort through the possibilities and offer financial advice designed to guide you up to and through the retirement youve envisioned. The firm purchases a 38,000-square-foot space in Southfield, Michigan, to serve as an operations center and business continuity hub. In an effort to expand our banking efforts north of the border, the firm moves to acquire the Canadian assets of Allied Irish Banks. We offer ownership of your business. The new brand name emphasizes the alignment of Raymond James Investment Managements values, culture and reputation with its parent company, Raymond James (NYSE: RJF). The new. Much like the individual private clients we serve, your organizat Nurturing wealth so you can live a longer, better life. Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team. Raymond James completes the acquisition of The Producers Choice, LLC, a private insurance and annuity marketing company, and its 60 associates become part of Raymond James Insurance Group. The following listing includes all of the registrant's subsidiaries as of September 30, 2017, which are included in the consolidated financial statements: Brown brand. James Camp, CFA, Managing Director, Fixed Income, Strategic Income, says that Liked by Bob Kendall Great to be at the #Nasdaq MarketSite and to join BNN Bloomberg to share my thoughts on the . The Dow Jones Industrial Average closes at 1546.67, and Raymond James reports revenue of $81.2 million. We believe a comprehensive financial plan must consider and prepare for the unexpected such as accidents, illnesses and disability. Attentive is an understatement. The firms stock is listed on the NASDAQ. Investment Management & Research (IM&R) reactivates as an independent contractor broker/dealer. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. Chartwell Investment Partners will complement and benefit from the resources offered by Carillon Tower Advisers." . If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Alternative investment strategies involve greater risks and are not appropriate for all investors. About. Connect with a Raymond James advisor or an office near you. Raymond James Investment Management, registered in 2015, serves 52 state (s) with a licensed staff of 11 advisors. The Forbes rankings for the 400 Best Big Companies in America are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios. No bank guarantee. The firms boutique affiliate partners Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments will retain their individual brand identities and the new name will have no impact on the operations, portfolio management, or independence of the investment teams. It often involves collaboration with other professionals such as your CPA and attorney. As a result, you are provided the broader knowledge base of a team rather than the comparatively narrower expertise of an individual advisor. From humble beginnings in an apartment building on 3rd Avenue N., we graduate to an 8,000-square-foot space on downtown St. Petersburgs Central Avenue. About Carillon Tower AdvisersCarillon is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Technology built for advisors and responsive support to help you use it your way. Interviews with key individuals in these organizations can generally be arranged by contacting Media Relations by e-mail or at 727-567-2824. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. Password? We bolster our mergers and acquisitions business with the acquisition of Lane Berry & Co., a middle market investment banking and advisory firm. The Bloomberg Riskless Return Ranking shows that Raymond James produced the best risk-adjusted return of nine U.S. brokerages, banks and advisory firms since 2009. Raymond James Investment Management Visit Site 800-521-1195 add_a_photo Overall info 3.0 Enter the password to open this PDF file: Please consider the investment objectives, risks, charges and expenses of any fund carefully before investing. Questions? These statements include, but are not limited to, statements about the benefits of the acquisition of TriState Capital by Raymond James, including future financial and operating results (including the anticipated effect of the transaction on Raymond Jamess earnings), Raymond Jamess plans post-transaction, objectives, expectations and intentions, and other statements that are not historical facts. Your experiences may vary. Raymond James acquires Financial Service Corporation (FSC) and folds it into IM&R, forming the first large-scale network of independent financial advisors. Forward-looking statements may be identified by terminology such as may, will, should, scheduled, plans, intends, anticipates, expects, believes, estimates, potential, or continue or negatives of such terms or other comparable terminology. *Fortune ranking based on an average score of nine key attributes of reputation: innovation, people management, use of corporate assets, social responsibility, quality of management, financial soundness, long-term investment, quality of products/services, and global competitiveness. 1 in SmartMoneys annual ranking of full-service brokerage firms based on feedback from industry analysts, data on the performance of stock recommendations, customer satisfaction studies and intangibles such as use-friendliness of account statements and websites. 2023 Raymond James Financial, Inc. All rights reserved. Jun 30, 2022 St. Petersburg-based Carillon Tower Advisers is rebranding as Raymond James Investment Management. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. In addition, flexible beneficiary designations may allow for the continued tax-deferred investing of inherited IRA assets. Within a few short years, Raymond James had moved its client-first practice into an 8,000-square foot office. As with most financial decisions, there are expenses associated with the purchase of Long Term Care insurance. RJFI is authorized and regulated by the Financial Conduct Authority (FRN 188244). Carillon Tower Advisers Trading is a division of Raymond James Financial International Limited. How do I maximize the Social Security survivor benefits for my heirs? Links are being provided for information purposes only. In the years to come, well work to carry our success and Bobs legacy to new heights. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Governor Jeb Bush and the Florida Cabinet recognize Tom James as the 2004 Florida Free Enterpriser of the Year. | For the Carillon ClariVest, Carillon Eagle, Carillon Scout and Carillon Reams, please call 800.421.4184 or your financial professional for a prospectus, or summary prospectus, which contains this and other important information about the Carillon Family of Funds. If youve changed jobs or are retiring, rolling over your retirement assets to an IRA can be an excellent solution. Raymond James & Associates, Inc. member New York Stock Exchange / SIPC. Raymond James. In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs. This website should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories. Our research and asset allocation results make their national debut in *The Wall Street Journal*. Raymond James Financial offers its clients a wide selection of investments and services through its subsidiaries and affiliates. Our desks stay open to help meet clients needs, resulting in our first and only unprofitable quarter since the firm went public in 1983. The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers. By taking time to truly understand your unique situation and goals, we can use our knowledge to apply the vast resources of Raymond James to select investments and provide advice that makes the most sense for you. Our advisors understand what you are going through and they stand ready to help. Use of editorial content without permission is strictly prohibited|All rights reserved. Each outstanding TriState Capital depositary share representing a 1/40th interest in a share of the applicable series of TriState Capital preferred stock was converted into a Raymond James depositary share representing a 1/40th interest in a share of the applicable newly created series of Raymond James preferred stock (NYSE: RJF PrA and RJF PrB). With this certificate, our NYSE stock listing is official. Here is a brief look at all your options. *The Forbes rankings for Americas Most Trustworthy Companies, are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. no. Cougar Global Investments LLC is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) and with the SEC as a Non-Resident Investment Advisor. By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term. Neither Scout Investments, its affiliates, directors, officers, employees nor agents accept any . After receiving widespread support from our key stakeholders, we believe a new name leveraging a respected Fortune 400 franchise will improve and amplify our firms brand recognition with key clients. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Im thrilled to officially welcome TriState Capital to the Raymond James family and look forward to continue growing together., We at TriState Capital are as excited about our future as we have ever been, and we are excited about our opportunity to partner with Raymond James who truly values what we have built and what we have left to achieve, said TriState Capital Executive Chairman and founder Jim Getz. PETERSBURG, Fla., June 29, 2022 (GLOBE NEWSWIRE) -- Carillon Tower Advisers (Carillon), a global asset management company and wholly owned subsidiary of Raymond James, announced today. Shares of TriState Capital ceased trading after the closing of the NASDAQ stock market on May 31, 2022. With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. Keep in mind that tax laws are often complex and frequently change. These products are not offered through Raymond James. Lets uncover the possibility of working together. 24 x 7 global phone support, Forgot The new brand name is meant to emphasize the alignment of Raymond James Investment Management's values, culture and reputation with its parent company. Our advisors also take a team approach to serving you. Copyright 2023 KM Business Information US, Inc. We want to be the right firm for you. We use cash flow analysis in order to help keep track of your financial health. Ultimately, our structure allows affiliated investment teams to focus on what they do best: managing portfolios. Media Contacts: Shree Dhond / Doug AllenDukas Linden Public Relations(646) 722-6531 / (646) 722-6530carillontower@dlpr.com, Japanese man who spent $16K to become a dog shares video of 1st public walk, Mom of 4 died after using kratom in Florida, lawsuit says. Asset allocation is a long-term strategy designed to help investors achieve their financial goals without assuming undue risk. The Raymond James Investment Management brand identity will take effect this fall. Carillon Fund Distributors, Inc., Member FINRA. The company has approximately 8,700 financial advisors. The new brand name will enhance brand recognition, the company said in a press release Wednesday. Together with our partner affiliates Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments we offer a range of investment strategies and asset classes through multiple vehicles. Bob James son Tom joins the firm full time. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. The firm begins offering correspondent clearing services to independent broker/dealers. *Fortune ranking based on an average score of nine key attributes of reputation: innovation, people management, use of corporate assets, social responsibility, quality of management, financial soundness, long-term investment, quality of products/services, and global competitiveness. We can handle all details for you, including contacting your former plan administrator, opening your new rollover IRA and completing the paperwork. In addition, our extensive due diligence allows us to provide competitive alternatives from outside sources. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members. The decade dawned as Raymond James posted its first year with netincomeof more than $1 million. Norman, On the love of others as an affirmation of life, featuring Crystal Alford-Cooper, On the learned habits of self-discipline and time management, featuring Helena Bakunowicz, On the dividends of balance, featuring Cindy Boury, On the joy of mathematics, featuring Mindy Fishel, On painting your future and lines in the sand, featuring Heidi King, A wall wont stop her, featuring Ava Elkins, Thinking holistically, helping collectively, featuring Jenny Johnson, A long overdue conversation, featuring Melissa Cox, The fight against breast cancer, featuring Paula Schneider, Life beyond the comfort zone, featuring Melissa Keung, Driven by the mission, featuring Kim Jenson, Advocacy anchored in humanity, featuring Lazetta Rainey Braxton, Owning your journey, featuring Karen Coyne, Network Advisor Spotlight: Joshua Charles, Network Advisor Spotlight: Solitaire Dasher-Smiley, Shaking up Wall Street from within, featuring Dana Wilson, Encouraging diversity of thought, featuring Helena Bakunowicz, Driven by experience, guided by empathy, featuring Dr. Nandita Das, A recipe for success, featuring Trixie Rowein, Finding comfort in community, featuring Marta Shen, Purpose, empowerment and the Pride Financial Advisors Network, Finding strength from within, featuring Cindy Boury, Action creates results: The power of the plan, featuring Melissa Joy, Creating value through education and service, featuring Kimberlee Bouska, Dont be afraid to make some noise, featuring Camille York, Forging success through the power of positivity, featuring Margaret H. Folk, Gratitude for the chance to help, featuring Lisa Stella, Grit, passion and a little help, featuring Laura Webb, Lynne Wright: The story of an award-winning advocate, Making resilience and growth a team sport, featuring Amanda Piper, Seeking joy, taking risks and finding a way, featuring Nicole Middendorf, Standing up for herself and others, featuring Nicola Tomlin, Tested by loss, finding the will to win, featuring Karen Coyne, Black Financial Advisors Network Symposium, Veteran Financial Advisors Network Council, 3DE: Inspiring the next generation of innovation in financial literacy, Together, we make a difference: Raymond James Cares Month 2023, Building a place of refuge with Habitat for Humanity, Investment in the Black community organization spotlight: Peace Prep, Hermanos De La Calle: Standing up for the dignity of all people, A firm that values people and community: 2022 year in review, Making financial education fun with Junior Achievement, Associates double their impact through United Way campaign, Taking our values abroad: How Raymond James is bringing water and light to the remote villages of Africa, 582 associates with heart: Teaming up for the Tampa Bay Heart Walk, Southwest Florida Strong: Communities unite in the face of disaster, A message from Paul Reilly to Raymond James associates and advisors, When success on the field creates an impact off the field: Kicking for Kids, Change your lunch plans, change a childs life, Investment in the Black community organization spotlight: National Black MBA Association, Investment in the Black Community organization spotlight: The Collective Blueprint, Investment in the Black Community organization spotlight: the Rhonda Walker Foundation, Climbing for a cause with the American Lung Association, A sustainable morning spent with the Ol' Salty Souls, Raymond James names organization partners for $1.5 million pledge to the Black community, Giving back from a distance: Holiday generosity in the midst of COVID-19, Raymond James donates over $2 million to aid those impacted by COVID-19, How Raymond James associates and advisors in Memphis are impacting their communities, St. Pete associates: Looking forward while giving back, Our Recruiting Philosophy & Hiring Process, Career Advice from Campus Recruiter Grace Blankenship, Ten Financial Tips for First Time Job Seekers, Raymond James hosts next-generation cybersecurity talent at annual Capture the Flag event, Intern Spotlight Advisor Inclusion Networks, Adapting 2020 internships to help students and grads thrive, Raymond James hosts student standouts in Capture the Flag event, Intern Spotlight - Information Technology, Intern Spotlight - Compliance, AML, Legal and Risk, Next Generation Tech Competition for Pinellas Education Foundation, Meet our Accelerated Development Program (ADP) Participants, 4th Annual Women in Capital Markets Symposium, Career Fairs: The Number One Mistake Students Make, Earth Week initiatives encourage associates and advisors to live more sustainably, Honoring the land of the free and the home of the brave, Our Service 1st culture: Recognizing those who go above and beyond, Remembering our nation's heroes this Memorial Day, Paying tribute to our military spouses at Raymond James, Developing Black leaders in financial services, Honoring Black History Month in February and beyond, Honoring those who serve(d) this Veterans Day, Get to know Aydee Adames-Polanco, VP, Compliance and AML Assurance, Get to know Kate Valleau, SVP, Internal Audit, Associate Spotlight: VP of Business Continuity Management Beverly Schulz, Get to know Chang Shin, VP and CCO, Scout Investments. We know you fall in the former category and understand how to serve the needs of those with distinction. Having a plan in place may help you feel more secure in retirement, offering peace of mind knowing youre better able to manage your financial situation and access quality care, if and when you need it. As my father always said, Its all about the people. If you dont have the best people, if you dont constantly refresh your universe of people by bringing in new talent and motivating those already here, then you cant be successful in the long run., Tom James, Chairman and CEO, 1970 to 2010. Raymond James Investment Management manages $15.4 billion and provides investment advisory services for 3 clients (0 advisor/client ratio). In 1983, Raymond James celebrated a day many years in the making as the company went public with a $14-million initial public offering. Raymond James disclaims any obligation and does not intend to update or revise any forward-looking statements contained in this communication, which speak only as of the date hereof, whether as a result of new information, future events or otherwise, except as required by federal securities laws. The firms boutique affiliate partners Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments will retain their individual brand identities and the new name will have no impact on the operations, portfolio management, or independence of the investment teams. Whether its providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.
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