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Wednesday, August 19, 2026The Morning Brief →Sign in
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Elyn Davis

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
Data

Raymond James presses a two-front talent war, from advisors to custody

A 14-move month and a Schwab custody hire put Raymond James on both fronts alone.
Moves · Aug 16Raymond James pulls a 29-year Schwab veteran into its RIA custody fold
RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO
RIA · Aug 14Raymond James hires Schwab's Elyn Davis for RIA client experience
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