@evancooperin
Deputy Editor, InvestmentNews.
ID: 582785249
calendar_today17-05-2012 13:41:54
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14 years ago
I'll be at Raymond James conference next week. See you there. Follow the coverage from me @newsfromIN
From RJ Conference: Tom James says retention of Morgan Keegan reps holding above 90% -- more than 80%-84% range originally anticipated.
Newest recruitment twist says Tom James at RJ Confab, is that reps now like tough firm due diligence: it prevents costly sales mistakes.
Chet Helck on RJ's about-to-be-introduced broker platform: "We're going to dominate in FA tools."
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.
RJ tech guru Vin Campagnoli sought and seeks adviser input along the way to help make platform suit way reps & advisers actually work.
Raymond James' CEO Paul Reilly on RJ vs. Wall Street firms: They're product oriented, we're adviser oriented. Both are valid, he said.