Investment dealers’ recruitment efforts go virtual [Toronto Globe and Mail (Ontario, Canada)]
Raymond James Financial, Inc. (RJF)
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Source: Toronto Globe and Mail
Investment dealers’ recruitment efforts go virtual Technology makes it possible to handle advisor onboarding virtually – and tools like Microsoft Teams and Zoom can facilitate interactive walkthroughs that introduce advisors to their new firms. ismagilov/iStockPhoto / Getty Images Technology makes it possible to handle advisor onboarding virtually – and tools like Microsoft Teams and Zoom can facilitate interactive walkthroughs that introduce advisors to their new firms. Before COVID-19 hit, some of Canada’s largest independent investment dealers had been recruiting financial advisors actively and aggressively. Although the onset of the pandemic has had little impact on the level of this activity, how firms are recruiting advisors – and, in some cases, whom they’re targeting – has been affected significantly. Traditionally, most firms’ advisor recruitment efforts include an in-person presentation in a boardroom, dinner at a high-end restaurant and a firm handshake to seal the deal.
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RJF
Earnings
- 1/28/26 - Beat
RJF
Sec Filings
- 3/3/26 - Form 4
- 2/25/26 - Form 4
- 2/23/26 - Form 4
- RJF's page on the SEC website