Sophisticated offerings on a more personal scale.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.26 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
An unwavering dedication to the advisor-client relationship
Since the founding of Raymond James, we have been pioneers in financial planning. And we continue to lead the way with a unique culture that’s dedicated to the advisor-client relationship, ensuring advisors have the freedom, control and resources to best help clients reach individual goals while also allowing advisors to grow their own practices and meeting their professional goals.
May 24, 2022 | Next Chapter 2022
Having the Longevity and Caregiving Conversation with Clients | 3:45 PM EDT
The Generosity and Sacrifice of Non-professional Caregivers
Supporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider. Amanda Stahl, director of longevity planning at Raymond James, discusses the growing population of caregivers and the resources available to help them.
Longevity Solutions to Help You and Your Clients Make Better Decisions
Hear from Frank McAleer, senior vice president of Wealth Planning at Raymond James, as he discusses how retirement planning has evolved, the shift from accumulation to “decumulation,” the suite of longevity planning suite of longevity planning resources his team has created for advisors, and more.
Aging in Place: Considerations and Related Costs
Explore aging-in-place options to help you stay put while meeting your evolving needs.