Corporations & Institutions Investment Banking Industries of Focus Financial Services Asset & Wealth Management In the News Asset & Wealth Management Investment Banking In the News Latest News Demonstrating our deep expertise across the asset management, wealth management, and securities industries, the Asset & Wealth Management group at Raymond James is regularly featured in the media. Stay up to date on our latest news and insights. 2020 LPL Financial to Buy $1.5bn Hybrid RIA Lucia Securities, Citywire (Apr. 28, 2020) 2019 Wealth Advisor M&A Soars as Goldman, Private Equity Eye Fees, Bloomberg (Dec. 3, 2019) Private Equity Investors Are Zeroing in on Financial Advice Business, CNBC (Nov. 13, 2019) LPL Financial jumps into the full-service brokerage business via acquisition -- with help from Raymond James' Silver Lane Advisors, RIABiz (May 21, 2019) Innovation Will Set Apart the Acquirer from the Acquiree: Q&A with Liz Nesvold, Financial Planning (May 15, 2019) Raymond James Buys Silver Lane Advisors, Barron’s (Jan. 23, 2019) Raymond James Buys Silver Lane Advisors, An Investment Bank for RIA Mergers, InvestmentNews (Jan. 23, 2019) Citizen’s Bank Parent Company Completes Acquisition of Wealth Management Firm, Philadelphia Business Journal (Jan. 2, 2019) 2018 Emigrant Bank Buys Remainder of Fiduciary Network, Financial Advisor Magazine (Nov. 21, 2018) Are Banks Targeting RIAs Once Again for Deals?, Financial Planning (Nov. 5, 2018) Could M&A Fuel Your Firm’s Growth Strategy?, CFA Institute Magazine (Oct. 15, 2018) Silver Lane Advisors Relocates Headquarters with Plans to Double in Size, WealthManagement.com (Sept. 6, 2018) Private Equity Chasing Healthy Returns at RIAs and Broker-Dealers, InvestmentNews (Aug. 2, 2018) RIA Milestone: Focus Stock Begins Public Trading, Financial Planning (July 28, 2018) Is the M&A Euphoria Cause for Concern?, Financial Planning (July 22, 2018) How Will a Focus Financial IPO Impact RIAs?, Financial Planning (May 29, 2018) Veteran Managers Boost Assets 75% Over Decade, Pensions & Investments (May 28, 2018) Private Equity’s Plan to Beat the Low-Cost Investing Robots, Bloomberg Businessweek (May 15, 2018) Which Are Better: Target-Date Funds or Robo Advisors?, U.S. News & World Report (Feb. 7, 2018) Canadian PE Firm Buys Rosemont’s Interest in Westmount, InvestmentNews (Feb. 6, 2018) Segall Bryant & Hamill Acquires Smaller Lookalike, Creating $20-Billion Giant, Financial Times’ Financial Advisor IQ (Jan. 10, 2018) Amid Heated M&A, A $20-Billion Deal Stands Out, Barron’s (Jan. 10, 2018) 2017 Elizabeth Bloomer Nesvold Named One of the “Most Influential Women” in Investment Banking, Mergers & Acquisitions Magazine (Dec. 18, 2017) Merger of UHNW RIA Elites Highlights Importance the Rich Place on Impact Investing, Financial Times’ Financial Advisor IQ (Oct. 13, 2017) Impact Investing Helps Drive Big RIA Deal, Barron’s (Oct. 13, 2017) Why Even the Best-Laid M&A Deals in Wealth Management Can Fail, WealthManagement.com (July 20, 2017) Focus Financial’s Latest Private Equity Partnership Puts IPO on Back Burner, InvestmentNews (April 19, 2017) First Republic Starts Year with a Bank, InvestmentNews (Jan. 31, 2017) 2016 Profiling the Winners of the Future, Financial Advisor Magazine (Feb. 1, 2016) New Lions President Takes Unique Path to Front Office, Detroit Free Press (Nov. 29, 2016) 5 Mistakes to Avoid When Selling a Financial-Advisory Practice, Wall Street Journal (May 10, 2016) About Us Careers Investor Relations News & Media Contact Us Legal Disclosures Privacy, Security & Account Protection Terms of Use Equal Opportunity Employer © 2021 Raymond James Financial, Inc. All rights reserved. Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc. Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc. Raymond James & Associates, Inc. Statement of Financial Condition