Tech Review: Adaptability at Raymond James

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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...

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