Raymond James Revamps Independence Plus Platform

Raymond James

Raymond James says it has updated its Independence Plus platform for newly autonomous advisors by expanding consulting services for transitioning advisors, who can now pick and choose more options for how they set up, run and grow their firms, for instance.

The changes include “significant investments” in the program’s team of experienced consultants, according to the firm, and the addition of new benefits partners who can deliver “a more comprehensive transition process to more advisors.”

“Today, Raymond James delivers a highly personalized model supporting all transitioning advisors, from solo owners to large enterprise teams, designed to instill confidence throughout the journey to business ownership,” said Shannon Reid, head of the firm’s Independent Contractor Division, in a statement.

“These enhancements include significant investments in our team of experienced consultants and benefits partners to meet rising demand and provide our comprehensive transition process to more advisors,” Reid explained.

The program — which has been in operation for over a decade and has helped some 450-plus advisory offices become business owners — will continue to be led by Steve Voss, vice president of independent business consulting.

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