Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.

The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.

Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...

The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...

Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...

Raymond James and Beacon Pointe Advisors announced significant acquisitions. Raymond James lured a team totaling nearly $1 billion from Merrill Lynch, while Beacon Pointe Advisors added two ...

Robert W. Baird & Co. Inc. last week won a $4.6 million arbitration claim against Raymond James Associates Inc., alleging 10 counts of violating industry rules and standards that added up to a rai ...

Raymond James Financial, Inc. RJF is well poised to benefit from resurgence in deal-making activities, strategic acquisitions and interest rate cuts. Further, sustainable capital distributions on ...

Raymond James has prioritized giving back to the community since its founding in 1962. Often, that voluntary service takes the form of physical labor to help people through catastrophes.

Raymond James Financial recruited two advisors who previously managed more than $5 billion in assets, the company said Thursday. Advisors Scott Burnett and Peter Kelson joined a unit of Raymond ...

Even with many in wealth management no doubt still recovering from their holiday feasts, LPL, Raymond James and Merrill all announced teams drawn from rivals. And Raymond James announced an ...