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Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.
Asset Management Services offers you personalized fee-based investment solutions.
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.
In addition to a carefully constructed long-term financial plan, working with a Raymond James advisor will also give you ready access to vital information. Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.
Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.
Commentary & Research
To Cut or Not To Cut
The Bank of Canada (BoC) has managed to hold the line on cutting the overnight rate despite falling commodity prices, rail blockades or weak export markets. The list of worries for the Canadian economy seemingly builds every day, but growth has managed to hold up. In this weekly note, we consider some of the factors the BoC is paying attention to as they assess their policy rate.Learn more about To Cut or Not To Cut
The energy we use today is dependent on our ability to store it in areas such as underground natural gas reservoirs, fuel tankers or hydro dams. However, as our sources of power generation change (from coal and natural gas towards wind and solar) so will the way we store energy. In this piece, we highlight the main demand sources for batteries (particularly the lithium ion battery, or LiB), demand drivers for energy storage, alternative energy storage technologies as well as ways to invest in the space.Learn more about Full Charge
Value is What You Get
Valuation levels, at some point in this cycle, will mean something again. If history holds, the analysis of periods when markets are expensive suggests US investors who are putting money to work today should expect lower than average returns, greater volatility and be prepared for a 1/3 chance of a negative 5 year return.Learn More about Value is What You Get