Strategy Design & Implementation

Raymond James has the expertise and resources required to effectively analyze and address the issues that are critical to the success of financial institution investment programs. We are especially adept at helping our partners move from a traditional, transaction-based revenue model to a fee-based revenue model. Fee business among Raymond James partner institutions has grown at a compounded annual growth rate (CAGR) of 46% over the past five years. In addition, fee business currently accounts for 26% of Raymond James’ total production, far exceeding the industry average of 4% to 8%. Our approach, combined with the products, resources and support of a full-service brokerage provider, enables our partners to compete head-on with wirehouses and other investment providers.