A host of research resources are available through Raymond James covering macro-economic and strategic views as well as equity research and fund selection tools.
As part of our research solution, wealth mangers working with Raymond James have access to fund analytics tools and a number of market data tools, available at a discounted rate and designed to assist you as you construct your clients’ portfolios.
For collectives, including ETFs, funds and investment trusts, we offer discounted access to Morningstar Adviser Workstation™. You can also subscribe to a data feed of client holdings via Morningstar’s system to enable you to view portfolios and run reports from the Adviser Workstation. We can also provide discounted access to FE Analytics.
Pre-approved market commentary written by our in-house economists, strategists and the Raymond James global Investment Committee, as well as specifically by our European Strategist, is made available on a regular basis. These communication tools can be used to engage with clients, post content to your website and share via social media.
In addition, wealth managers have access to Raymond James’ European Strategist Jeremy Batstone-Carr via a weekly conference call and quarterly interactive lunch sessions for an opportunity to challenge the content, ask questions, and feed what you learn into your investment committee decisions.
With the implementation of MIFiD II in January 2018 bringing about significant changes to the way research is accessed, Raymond James has partnered with a third party research aggregator to help your business stay compliant and continue to benefit from access to an array of research.
Access to research through our third party research aggregation platform, Red Deer, includes direct equity research from ten research houses, covering UK, European and US Equities, Investment Trusts, Fixed Interest and Strategies.
You will have access to:
*Costs will apply
Black MondayOn 19 October 1987, the stock markets experienced a dramatic plunge that prompted many firms to shut down their trading desks and turn off their phones to minimize internal losses. Raymond James refused to do the same. Our desks stayed open to help meet clients’ needs, resulting in our first and only unprofitable quarter since the firm went public in 1983. |
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Who was Raymond James?The Raymond in our name is actually from Edward Raymond, owner of a 15-employee mutual fund sales group, Raymond and Associates, along Florida’s west coast. He sold his company to Bob James on 15 July 1964, on condition that the surviving firm be called Raymond, James & Associates. Three days after the sale, Ed Raymond was involved in a near-fatal automobile accident and never joined the firm. Nonetheless, even after Raymond had passed away, Bob James insisted that his name remain on the door – ahead of James’ own. That was a promise he made to Ed Raymond three days before the accident, and Bob James was a man who kept his promises. |
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Bear Market of 1974The severe bear market of 1974 threatened the existence of Raymond James, which was bleeding capital by the day. Tom James, his father and other leaders took extreme measures to keep the firm afloat, slashing costs, foregoing paychecks and even attempting to sell the firm for just enough capital to protect client assets and retain as many associates as possible. The story could have ended very differently if not for a sharp upturn and continued rebound in the stock markets late in the year. |
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Taking Raymond James PublicWhen consideration was being given to taking Raymond James public, Tom James penned a letter to shareholders (largely employees at the time). ” … the public offering should be considered as a statement of our independence. While this is a psychological rather than an economic rationale, it is nonetheless very important. We have asserted for some time that we are not interested in becoming a small part of a very large corporation. That assertion results mainly from the inclinations of management rather than the economic benefits associated with either alternative. The public stock offering affords us the opportunity to enjoy a little bit of the best of both worlds. While shareholders will be given liquidity at fair market value, we will still have the ability to control our own destiny.” After 40+ years of Tom’s leadership, upon becoming CEO, Paul Reilly was often questioned about whether the company might ultimately surrender its cherished independence and be acquired by some larger entity. His response: “Not while I’m around.” It’s a theme that continues today. |
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