Evan Cooper (@evancooperin) 's Twitter Profile
Evan Cooper

@evancooperin

Deputy Editor, InvestmentNews.

ID: 582785249

calendar_today17-05-2012 13:41:54

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From RJ Conference: Tom James says retention of Morgan Keegan reps holding above 90% -- more than 80%-84% range originally anticipated.

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Newest recruitment twist says Tom James at RJ Confab, is that reps now like tough firm due diligence: it prevents costly sales mistakes.

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More on new RJ tech platform: It will be used by employee, indie and RIA channels and allow view of all or some accounts at a glance.

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RJ tech guru Vin Campagnoli sought and seeks adviser input along the way to help make platform suit way reps & advisers actually work.

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Raymond James' CEO Paul Reilly on RJ vs. Wall Street firms: They're product oriented, we're adviser oriented. Both are valid, he said.