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Tuesday, February 4, 2025

Raymond James Revamps Independence Plus Platform

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Raymond James says it has up to date its Independence Plus platform for newly autonomous advisors by increasing consulting providers for transitioning advisors, who can now choose and select extra choices for a way they arrange, run and develop their companies, as an example.

The adjustments embody “vital investments” in this system’s crew of skilled consultants, in keeping with the agency, and the addition of recent advantages companions who can ship “a extra complete transition course of to extra advisors.”

“Right now, Raymond James delivers a extremely personalised mannequin supporting all transitioning advisors, from solo house owners to giant enterprise groups, designed to instill confidence all through the journey to enterprise possession,” stated Shannon Reid, head of the agency’s Impartial Contractor Division, in an announcement.

“These enhancements embody vital investments in our crew of skilled consultants and advantages companions to fulfill rising demand and supply our complete transition course of to extra advisors,” Reid defined.

This system — which has been in operation for over a decade and has helped some 450-plus advisory places of work turn into enterprise house owners — will proceed to be led by Steve Voss, vice chairman of impartial enterprise consulting.

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