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David Abell

Raymond James Commits - “We Won’t Compete with You”

Raymond James has decided not to pursue a direct-to-consumer business model and will instead focus on supporting its advisors through technology. The company aims to surpass $2 trillion in Private Client Group assets under administration by 2030. As of December 31, the Private Client Group had $1.11 trillion in assets under administration and included about 8,700 advisors. The firm's decision to avoid developing a direct-to-consumer business is based on its commitment to supporting its advisors and providing them with the best resources. See article in FAIQ - (https://www.financialadvisoriq.com/c/4035244/517364/raymond_james_boss_compete_with)


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Welcome to the Abell Law blog.  Here you will find articles of interest and legal commentary for Financial Advisors, RIA's, breakaway brokers, brokers transitioning to new firms, and others interested in the complexities of both protocol and non-protocol transitions.  

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