Welcome to our dedicated page for Raymond James Financial news (Ticker: RJF), a resource for investors and traders seeking the latest updates and insights on Raymond James Financial stock.
Raymond James Financial reports developments across a diversified financial services business centered on wealth management, investment banking, asset management and capital markets. Company updates commonly cover Private Client Group results, client assets under administration, fee-based account activity, advisor recruiting and independent contractor channel leadership, alongside bank loans, cash sweep balances and capital returns.
Recurring news also includes quarterly earnings, monthly operating data, common-stock dividends, preferred-stock actions, advisor recognition within Raymond James & Associates, and technology initiatives such as the Rai digital AI operations agent. These items reflect the firm's mix of advisor-led wealth management, banking-related balance sheet activity and institutional financial services.
Raymond James' (NYSE:RJF) Handler Investment Consulting Group has been recognized on the National Association of Plan Advisors' (NAPA) prestigious list of top defined contribution (DC) Advisor Teams. The team qualified with assets under advisement of at least $100 million in their DC practice. This recognition places them among 431 teams across 43 states and the District of Columbia that were featured on the 2025 list.
The NAPA list, which began in 2017, uniquely focuses on individual firms or teams operating from single physical locations. The recognition highlights Handler Investment Consulting Group's significant contribution to the private retirement system and will be published in NAPA Net Magazine's Spring issue.
Raymond James (NYSE: RJF) has strengthened its independent advisor channel by welcoming a team from Compass Investment Management (CIM) that previously managed over $350 million in client assets at Commonwealth Financial Network. The team, operating from Lewiston and Bangor, Maine, includes four financial advisors: Gary Bragg, Colby Dionne, Daniel Espenscheid, and Michael Nerney.
The group joined Raymond James Financial Services (RJFS), citing the firm's commitment to advisor independence and comprehensive resource support as key factors in their decision. The team brings diverse expertise, with Bragg's three decades of experience leading the group, complemented by specialists in technology, financial analysis, and portfolio management.
Raymond James Financial (NYSE: RJF) reported its August 2025 operating data, highlighting record client assets under administration of $1.69 trillion, representing a 10% year-over-year increase and 2% growth from the previous month. The growth was primarily attributed to higher equity markets and net asset inflows.
The company's Private Client Group assets reached $1.63 trillion, up 10% year-over-year, with fee-based accounts growing 14% to $978.9 billion. Financial assets under management increased 12% to $270.0 billion. However, clients' domestic cash sweep and Enhanced Savings Program balances declined 4% year-over-year to $54.2 billion.
Raymond James Financial Services (NYSE: RJF) has welcomed financial advisors Aaron Mabon and Summer Deal to its independent advisor channel. The duo, operating as True North Wealth Advisors in LaGrange, Georgia, previously managed approximately $190 million in client assets at Commonwealth Financial Network.
The team, which includes Office Manager Lisa Ray, brings a combined 33 years of experience specializing in retirement planning and investment management. Their client base includes business owners, women investors, and pre-retirees. Both advisors have extensive experience in the financial services industry, with Mabon starting his advisory career in 2009 and Deal entering the industry the same year.
Raymond James (NYSE: RJF) has announced the pricing of a $1.5 billion senior notes offering in two tranches. The offering consists of $650 million of 4.900% senior notes due 2035 and $850 million of 5.650% senior notes due 2055.
The notes will be issued under Raymond James' effective shelf registration statement, with the offering expected to close on September 11, 2025. The company plans to use the proceeds for general corporate purposes. The offering is being managed by BofA Securities, Citigroup Global Markets, J.P. Morgan Securities, and Raymond James & Associates.
Raymond James (NYSE:RJF) has appointed David Solganik as head of AI strategy, marking a significant step in the firm's technological advancement. The company is investing heavily in AI integration across its businesses, with a $975 million annual technology budget.
Solganik will focus on implementing AI-driven solutions while maintaining the firm's emphasis on personal relationships. The company has already launched several AI initiatives, including an AI search function, Zoom Meeting Summary tool, and AI Note Assistant within their proprietary CRM. Solganik brings over 30 years of experience from companies like Morgan Stanley, JPMorgan Chase, and MetLife.
The appointment follows Stuart Feld's promotion to chief AI officer, creating a dedicated AI leadership structure focused on innovation while ensuring safe adoption and regulatory compliance.
Raymond James (NYSE: RJF) has announced the addition of Custom Wealth Strategies (CWS) to its independent advisor channel, Raymond James Financial Services. The team of four financial advisors, led by David R. Burgio Sr., joins from Commonwealth Financial Network, bringing approximately $315 million in client assets under management.
The CWS team includes David R. Burgio Sr., CPA, Michael Malaney, CFP®, David M. Burgio Jr., and Mary M. McCafferty, CFP®. They specialize in serving high-net-worth clients, including executives, physicians, business owners, and retirees. The team is supported by three paraplanners and an office coordinator.
Raymond James (NYSE: RJF) has expanded its independent advisor channel by welcoming financial advisors Stew Flaherty and Tami Colvin to Raymond James Financial Services (RJFS). The team, operating as FlahertyColvin in Westerville, Ohio, previously managed $305 million in client assets at Commonwealth Financial Network.
The advisors bring significant experience, with Flaherty having over 50 years in the industry and Colvin bringing 35 years of experience. Their practice specializes in serving business owners, families, retirees, and women investors. The team includes three additional staff members and brings multiple professional certifications to Raymond James.
Raymond James Financial (NYSE:RJF) has announced its latest quarterly dividend declarations. The company's Board of Directors declared a quarterly cash dividend of $0.50 per share on its common stock, payable on October 15, 2025, to shareholders of record on October 1, 2025.
Additionally, the Board declared a quarterly dividend of $0.3984375 per depositary share on its 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock, payable October 1, 2025, to shareholders of record on September 15, 2025.
Raymond James (NYSE: RJF) has announced the addition of three experienced financial advisors to its independent advisor channel, Raymond James Financial Services (RJFS). The team, operating as Linden Financial Group in Amesbury, Massachusetts, previously managed over $120 million in client assets at Commonwealth Financial Network.
The newly joined advisors include Charlene Dolan (27 years experience), Danielle Holmes (18 years experience), and John MacDonald (9 years experience). All three professionals hold multiple industry certifications and will continue providing comprehensive financial planning and investment management services to their clients.