This week we look at two firms associated with Raymond James; Yellowtail Financial Planning and Stockdale Asset Management.
Raymond James Investment Services (RJIS) has 52 affiliated offices in the UK, which includes a number of experienced private client stockbrokers, investment managers and wealth managers. RJIS gives advisers the freedom to own and operate their own businesses whilst maintaining the support of a recognised leader in private client investment management. They provide advisers with a comprehensive selection of products and tools, in addition they can also provide compliance and supervision services where appropriate. They do not centrally manufacture or distribute proprietary products in the...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
