Greg Molfino CIMA®, AIF®’s Post

Raymond James has once again been named to TIME Magazine's World's Best Companies list, celebrating the top-performing global companies based on employee satisfaction, revenue growth, and sustainability. Learn more: https://lnkd.in/gbesvT7T

"Once you reach a certain level of wealth, the conversation shifts." Explore the distinct opportunity municipal bonds offer high-net-worth investors.

At Raymond James Financial Institutions Division, we believe in the power of knowledge sharing among our program managers by fostering a culture of collaboration. We empower our program managers and top advisors with opportunities for peer sharing and education to help build stronger investment programs, deepen client relationships, and create new opportunities.

Watch this interview with Steve Kruchten, SVP of Raymond James Financial Institutions Division, to learn about how Raymond James provides in-house call center for clients of bank and credit union FAs.

"It is a great pleasure to welcome such a quality, client-focused advisor team to Pinnacle Asset Management and our Financial Institutions Division. We trust that this transition will have a measurable impact on their practice and clients," said Oliver Mansour, South division director of FID. "Through strategic partnerships with institutions, we're able to empower growth and enhance their client service capabilities by establishing a strong foundation for institutional investment programs and advisors."

Stock futures indicate a flattish open after the major indices hit fresh record intraday highs Thursday before turning lower. The major indices are still sitting on solid gains this week, ranging from 0.9% to 2.2%. Read more in Morning Brew.

Contracts tied to the S&P 500, NASDAQ 100, and Dow Jones Industrial Average are higher following Wednesday's solid gains. The CPI-induced rally left the major indices at record highs as market rates pulled back. Read more in Morning Brew.

Early trading has been muted while participants look ahead to the April Consumer Price Index (CPI). The market is expecting a 0.4% month-over-month increase in CPI following three consecutive hotter-than-expected readings. Read more in the Morning Brew.

Contracts linked to the S&P 500, Dow Jones Industrial Average, and Nasdaq 100 indicate a flattish open. Market participants are in wait-and-see mode in front of the April Producer Price Index at 8:30 ET. Read more in the Morning Brew.