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Raymond James Financial (RJF) investor relations material
Raymond James Financial Wolfe Wealth Symposium 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Wealth Symposium 2026 summary13 Nov, 2025
Strategic priorities and leadership approach
Focus remains on being the best partner for financial professionals and their clients, with 80% of leadership time spent gathering advisor and client feedback to inform strategy.
Major investments in technology, especially AI, to drive efficiency and enhance advisor capabilities, including hiring a Chief AI Officer.
Expansion of product offerings, particularly in alternative investments, while maintaining a client-centric approach to liquidity and suitability.
Heavy investment in platforms and asset management, with record advisor recruiting and strong retention rates.
Emphasis on personal relationships and long-term partnerships, positioning as a stable, permanent home for advisors.
Technology and innovation
Annual technology spend is about $1 billion, with AI used to improve both back-office efficiency and front-office client service.
AI initiatives are designed to empower advisors, not replace them, and include both internal development and third-party solutions.
Early adoption of a Chief AI Officer to lead strategy and implementation.
Advisor recruitment, retention, and culture
Record advisor recruitment with $421 million in prior firm production, up 21% year-over-year.
Advisor satisfaction at 98%, the highest since 2014, with strong pipelines into fiscal 2026.
Broad-based interest across all affiliation channels, with flexibility for advisors to move between employee and independent models.
Focus on long-term relationships over upfront compensation, seeking advisors who value culture and stability.
Unique value proposition as a stable, long-term partner, with a strong balance sheet as a differentiator.
Quantify AI's expected efficiency gains for advisers
Capitalize on PE-backed firm disruption
What transformative M&A targets are you pursuing?
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Next Raymond James Financial earnings date
Q1 202628 Jan, 2026
Next Raymond James Financial earnings date
Q1 202628 Jan, 2026
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Frequently asked questions
Raymond James Financial, Inc. operates as a financial holding company for various subsidiaries that provide investment, financial planning, asset management, trust and estate planning, securities brokerage, underwriting and dealing, commercial banking, insurance and other products and services to individuals and businesses in the U.S., Canada and Europe. It operates in four reportable segments: Private Client Group, Capital Markets, Asset Management and RJ Bank. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.
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