Raymond James

Advisor Upside

Ameripise, Raymond James Report Rocky Start to 2025

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Both independent broker-dealers reported earnings that missed the mark in some segments.

1 min read

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Advisor Upside

Competition Heats Up for Commonwealth Advisors After LPL Deal

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read
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Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read
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Advisor Upside

More than 8 in 10 Advisors Said They Now Use Generative AI

Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.

1 min read

Advisor Upside

Brokerages Up the Ante on Advisor Loans

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The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing.

1 min read

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