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Raymond James Financial (RJF) investor relations material
Raymond James Financial Bank of America Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Macro environment and outlook
Optimism about the U.S. economy driven by low unemployment, controlled inflation, and strong consumer sentiment.
S&P 500 earnings growth expected at 12%–15% for the year, supporting a positive long-term outlook.
IPO and M&A activity anticipated to accelerate as the Fed cuts rates, with improved financing conditions.
Strategic priorities and culture
Focus on reinforcing core values: client-first approach, long-term decision-making, integrity, and advisor independence.
Investing in technology, products, and solutions to support financial professionals and enhance client relationships.
Emphasis on personal relationships, highlighted by the new 'Power of Personal' value proposition.
Strategic initiatives remain consistent year to year, with a 5–10-year planning horizon.
Competitive landscape and recruiting
Record year for advisor recruiting, with a 21% increase in production from new recruits.
Long-term strategy prioritizes culture and platform over highest upfront payments, attracting advisors focused on growth and retention.
Scale and technology investment ($1B+ annually) create a competitive moat against smaller and new entrants.
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