Article: Platform Flexibility At Raymond James.(Raymond James Financial Inc. using financial planning platform from SunGard Data Systems Inc.)

Article: Building Wealth: Comprehensive Suite of Tools from ...
Accounting Technology;  July 1, 2007 ;     674 words ...Raymond James has introduced a new technology compilation including the Financial Planning Suite, consisting of PlanningStation (SunGard), Forefield, and the Ibbotson Asset Allocation Library, as well as the Client ...

Article: Financial Planning Briefs.(United States. ...
The Practical Accountant;  July 1, 2007 ;     700+ words ... ... NEW SUITE OF TOOLS FROM RJ Raymond James has introduced a new technology compilation including the Financial Planning Suite, consisting of PlanningStation ... share equal decisions about financial planning with their spouse says a survey ...

Article: Raymond James Financial Selects SunGard's ...
Business Wire;  March 6, 2006 ;     700+ words ... ... more than 4,800 Raymond James financial advisors ... Catalano, manager of financial planning software at Raymond James, said, "SunGard ... are pleased that Raymond James Financial has ... company-wide financial planning solution," said ...

Article: Financial Planning Briefs.(Securities and Exchange ...
The Practical Accountant;  June 1, 2007 ;     700+ words ...PLANNING WEBSITE LAUNCHED The Raymond James Financial Services' Practice Planning and Acquisitions ... registered with the CFP Board of Standards to provide a new financial planning certificate program. For more information, visit professionaled ...

Article: Conference Call: Raymond James chairman tells ...
Investment News;  November 3, 2003 ;     700+ words ... ... shied away from saying that Raymond James' renewed emphasis on financial planning wasn't a mandate. "This ... looking to concentrate on financial planning, Mr. Helck added. Raymond James' financial planning group, headed by Charles ...

Article: Small Bank Deals Broaden Raymond James' ...
American Banker;  February 12, 2002 ;     700+ words ... ... investment services units, Raymond James Financial Services has ... The partnerships put Raymond James' programs -- including financial planning, investment products ... James Fulp, president of Raymond James' institutions division ...

Article: Super (Bowl) day caps a super year; Raymond James ...
Investment News;  January 29, 2001 ;     700+ words ... ... the big winner is -- Raymond James Financial Inc. The St ... last year. One key to Raymond James' success is a return ... LINE By all accounts, Raymond James' brokerage and financial planning groups, with 3,350 ...