Greg Bruce, Senior Vice President and Head of RIA and Custody Services for Raymond James, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s opportunities for financial advisors.
Raymond James has a culture of providing a differentiated client experience. The firm now serves almost 300 RIAs, and Bruce is excited about the growth trajectory, especially among larger and more sophisticated advisory firms. Unique attributes of its RIA platform allow advisors to access insurance solutions, marketing and social media support, and investment banking.
The Raymond James technology platform offers the best of both worlds, including proprietary solutions from Raymond James as well as integrations built to access third-party solutions. The investment platform has a similar architecture, allowing access to both Raymond James and a growing list of external investment management products.
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