Latest news with #JamieCoulter
Yahoo
27-06-2025
- Business
- Yahoo
Raymond James partners with FNZ to enhance wealth management platform
Raymond James, an independent financial services firm based in Canada, has forged a strategic partnership with wealthtech platform FNZ to develop its next-generation wealth management platform. The agreement includes investment by Raymond James to advance the digital transformation of its wealth management infrastructure. Under the partnership, Raymond James will utilise FNZ's integrated, end-to-end wealth management platform to modernise its operations. FNZ's platform is designed to prioritise clients and digital engagement, aiming to streamline processes and offer personalised services throughout the wealth management lifecycle. With this, clients of Raymond James are expected to experience improved digital services. Raymond James CEO Jamie Coulter said: 'As a client-first organisation, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management.' 'This isn't just a technology upgrade—it's a quantum leap in the support we provide our advisors in their delivery of exceptional client service. We're listening, investing, and acting to deliver smarter, more connected experiences for our partners and clients.' Raymond James plans to invest around $1bn globally in the fiscal year 2025, with a focus on bolstering its information security infrastructure, including a Cyber Threat Center. FNZ Group CEO Blythe Masters stated: 'We are delighted to partner with Raymond James Ltd. to deliver a next-generation wealth management platform that will transform the advisor and client experience across Canada. 'We're excited to bring this innovative platform to life and support Raymond James Ltd. in setting a new standard for wealth management in Canada.' FNZ, which collaborates with over 650 financial institutions and manages assets exceeding $1.7tn for 26 million investors, appointed Aashish Kamat as the new group CFO and member of the executive committee in February. "Raymond James partners with FNZ to enhance wealth management platform " was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
26-06-2025
- Business
- Globe and Mail
RJF Arm Partners FNZ to Boost Wealth Management Offerings in Canada
Raymond James Ltd., a subsidiary of Raymond James Financial Inc. RJF, has agreed to enter into a strategic collaboration with FNZ, a global wealth management platform provider. As part of the agreement, Raymond James Ltd. will invest to accelerate the digital transformation of its wealth management systems and enhance the experience for both advisors and clients nationwide. Through the partnership, Raymond James Ltd. will leverage FNZ's comprehensive, fully integrated wealth management platform, a deliberate, forward-looking investment in modern infrastructure. Equipped with artificial intelligence (AI)-driven features, straight-through processing and advanced digital tools, the FNZ platform will enhance the firm's unique value proposition. The new platform features a digital-first, client-centric design that enhances efficiency, speed and personalization throughout the entire wealth cycle. Advisors will have access to a modern, user-friendly interface that enables deeper client interactions. Investors will enjoy enhanced digital experiences and real-time capabilities, all secured and powered by the high-performance FNZ platform. Jamie Coulter, CEO of Raymond James Ltd., said, 'As a client-first organization, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management. This isn't just a technology upgrade—it's a quantum leap in the support we provide our advisors in their delivery of exceptional client service.' Rationale Behind the RJF Partnership This strategic investment reinforces Raymond James Ltd.'s position as a leading choice for top advisors across Canada, highlighting its commitment to innovation, advisor enablement, and outstanding client service. Aiming to establish itself as a financial technology and innovation leader, Raymond James plans to invest about $1 billion globally this fiscal year, with a solid emphasis on strengthening its information security infrastructure, including its specialized Cyber Threat Center. This aligns with the company's effort to boost its offerings. In May 2024, RJF announced that it had forayed into the lucrative private credit business through a partnership with Eldridge Industries to offer tailored financial solutions to private equity clients. In the past three months, shares of Raymond James have risen 6.4%, underperforming the 13.2% rise of the industry. Currently, Raymond James carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Strategic Collaborations by Other Finance Firms Earlier this month, Carlyle Group Inc. CG announced a collaboration with Citigroup Inc. C to expand asset-backed financing opportunities within the fintech specialty lending space. The collaboration will integrate Carlyle's extensive investment network with the expertise of Citigroup's Spread Products Investment in Technologies (SPRINT) team, a leading venture equity investor in fintech specialty lending. Similarly, U.S. Bancorp USB entered into a partnership with Fiserv to integrate its Elan Financial Services credit card program into Fiserv's Credit Choice solution. The collaboration aims to enhance digital card issuance capabilities, providing financial institutions with a seamless, integrated experience. The integration of Elan's credit card program into Fiserv's Credit Choice solution strengthens USB's digital-first strategy. This integration will enable consumers and small businesses to access both debit and credit card account details within a unified digital platform for consumers and small businesses. This will create a better user experience, allowing customers to manage both types of cards in one place. Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Citigroup Inc. (C): Free Stock Analysis Report U.S. Bancorp (USB): Free Stock Analysis Report Raymond James Financial, Inc. (RJF): Free Stock Analysis Report Carlyle Group Inc. (CG): Free Stock Analysis Report
Finextra
26-06-2025
- Business
- Finextra
Raymond James Ltd selects FNZ wealth management platform
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide. The partnership will see Raymond James Ltd. leverage FNZ's integrated, end-to-end wealth management platform—a deliberate and future-focused investment in modern infrastructure. Designed to deliver AI-powered capabilities, straight-through processing, and advanced digital capabilities, the FNZ platform will strengthen the Raymond James Ltd. unique value proposition. 'As a client-first organization, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management,' said Jamie Coulter CEO, Raymond James Ltd. 'This isn't just a technology upgrade—it's a quantum leap in the support we provide our advisors in their delivery of exceptional client service. We're listening, investing, and acting to deliver smarter, more connected experiences for our partners and clients.' The new platform is built with a client-centric, digital-first design that improves efficiency, speed and personalization across the full wealth lifecycle. Advisors will gain a modern, intuitive operating environment, enabling more meaningful client engagements. Investors will benefit from improved digital experiences and real-time capabilities, all backed by the highest level of security and performance provided by the FNZ platform. This strategic investment strengthens Raymond James Ltd.'s position as a premier destination for top-tier advisors across Canada, reinforcing its commitment to innovation, advisor enablement, and exceptional client service. FNZ partners with more than 650 financial institutions globally on behalf of 26 million end investors and administers with more than US$1.7 trillion in assets. FNZ's market-leading technology and infrastructure will significantly enhance Raymond James Ltd.'s offering to advisors with greater flexibility to adapt quickly to changing markets, regulatory requirements, and investor expectations. Blythe Masters, Group CEO of FNZ, said: 'We are delighted to partner with Raymond James Ltd. to deliver a next-generation wealth management platform that will transform the advisor and client experience across Canada. North America is a key market for FNZ, and this partnership reflects our long-term commitment to investing in the region. We're excited to bring this innovative platform to life and support Raymond James Ltd. in setting a new standard for wealth management in Canada.' Positioning itself as a leader in financial technology and innovation, Raymond James expects to invest approximately US$1 billion globally in FY2025, with a strong emphasis on information security infrastructure including its dedicated Cyber Threat Center.
Finextra
25-06-2025
- Business
- Finextra
Raymond James Ltd invests in wealth management platform FNZ
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide. The partnership will see Raymond James Ltd. leverage FNZ's integrated, end-to-end wealth management platform—a deliberate and future-focused investment in modern infrastructure. Designed to deliver AI-powered capabilities, straight-through processing, and advanced digital capabilities, the FNZ platform will strengthen the Raymond James Ltd. unique value proposition. 'As a client-first organization, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management,' said Jamie Coulter CEO, Raymond James Ltd. 'This isn't just a technology upgrade—it's a quantum leap in the support we provide our advisors in their delivery of exceptional client service. We're listening, investing, and acting to deliver smarter, more connected experiences for our partners and clients.' The new platform is built with a client-centric, digital-first design that improves efficiency, speed and personalization across the full wealth lifecycle. Advisors will gain a modern, intuitive operating environment, enabling more meaningful client engagements. Investors will benefit from improved digital experiences and real-time capabilities, all backed by the highest level of security and performance provided by the FNZ platform. This strategic investment strengthens Raymond James Ltd.'s position as a premier destination for top-tier advisors across Canada, reinforcing its commitment to innovation, advisor enablement, and exceptional client service. FNZ partners with more than 650 financial institutions globally on behalf of 26 million end investors and administers with more than US$1.7 trillion in assets. FNZ's market-leading technology and infrastructure will significantly enhance Raymond James Ltd.'s offering to advisors with greater flexibility to adapt quickly to changing markets, regulatory requirements, and investor expectations. Blythe Masters, Group CEO of FNZ, said: 'We are delighted to partner with Raymond James Ltd. to deliver a next-generation wealth management platform that will transform the advisor and client experience across Canada. North America is a key market for FNZ, and this partnership reflects our long-term commitment to investing in the region. We're excited to bring this innovative platform to life and support Raymond James Ltd. in setting a new standard for wealth management in Canada.' Positioning itself as a leader in financial technology and innovation, Raymond James expects to invest approximately US$1 billion globally in FY2025, with a strong emphasis on information security infrastructure including its dedicated Cyber Threat Center.
Cision Canada
25-06-2025
- Business
- Cision Canada
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform Français
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation TORONTO, June 25, 2025 /CNW/ - Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide. The partnership will see Raymond James Ltd. leverage FNZ's integrated, end-to-end wealth management platform—a deliberate and future-focused investment in modern infrastructure. Designed to deliver AI-powered capabilities, straight-through processing, and advanced digital capabilities, the FNZ platform will strengthen the Raymond James Ltd. unique value proposition. "As a client-first organization, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management," said Jamie Coulter CEO, Raymond James Ltd. "This isn't just a technology upgrade—it's a quantum leap in the support we provide our advisors in their delivery of exceptional client service. We're listening, investing, and acting to deliver smarter, more connected experiences for our partners and clients." The new platform is built with a client-centric, digital-first design that improves efficiency, speed and personalization across the full wealth lifecycle. Advisors will gain a modern, intuitive operating environment, enabling more meaningful client engagements. Investors will benefit from improved digital experiences and real-time capabilities, all backed by the highest level of security and performance provided by the FNZ platform. This strategic investment strengthens Raymond James Ltd.'s position as a premier destination for top-tier advisors across Canada, reinforcing its commitment to innovation, advisor enablement, and exceptional client service. FNZ partners with more than 650 financial institutions globally on behalf of 26 million end investors and administers with more than US$ 1.7 trillion in assets. FNZ's market-leading technology and infrastructure will significantly enhance Raymond James Ltd.'s offering to advisors with greater flexibility to adapt quickly to changing markets, regulatory requirements, and investor expectations. Blythe Masters, Group CEO of FNZ, said: "We are delighted to partner with Raymond James Ltd. to deliver a next-generation wealth management platform that will transform the advisor and client experience across Canada. North America is a key market for FNZ, and this partnership reflects our long-term commitment to investing in the region. We're excited to bring this innovative platform to life and support Raymond James Ltd. in setting a new standard for wealth management in Canada." Positioning itself as a leader in financial technology and innovation, Raymond James expects to invest approximately US$1 billion globally in FY2025, with a strong emphasis on information security infrastructure including its dedicated Cyber Threat Center. About Raymond James Ltd.: Raymond James Ltd., the Canadian arm of Raymond James Financial, Inc. (NYSE: RJF), is Canada's largest independent financial services firm, providing comprehensive wealth management and capital markets services to individuals and institutions for nearly 25 years. With C$88 billion in assets under management, 520 independent advisors and more than 2,000 associates across 165 branches, we are dedicated to putting clients first, thinking long-term, acting with integrity, and valuing independence. Committed to community accountability, we raised C$1.5 million for 525 charities in 2024 and have donated over C$13 million since establishing the Raymond James Canada Foundation in 2012. For more information, please visit About FNZ: FNZ is a leader in global, end-to-end wealth management platforms, partnering with over 650 of the world's leading financial institutions and over 12,000 wealth management firms. With 7,000+ employees in 30+ global locations, FNZ's mission is to open up wealth, helping everyone, everywhere to invest in their future. FNZ removes friction from wealth management, freeing its partners to create hyper-personalized and differentiated experiences for their advisors and end-investors. To date, FNZ administers more than US$ 1.7 trillion in client assets and enables over 26 million people, from all wealth segments, to invest in a simple and transparent way. For more information, please visit and follow us on LinkedIn (@FNZ). SOURCE Raymond James Ltd.
