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Corporate News
Announcements
Raymond James Financial Selects Forefield Advisor
Press Release, June 19, 2006
MARLBORO, Massachusetts and ST. PETERSBURG, Florida, June 19, 2006 – Forefield Inc. announced that Raymond James Financial (NYSE:RJF) has selected Forefield Advisor, a client communication and education tool, to be made available to its 4,800 Raymond James financial advisors serving 1.2 million accounts in 2,200 locations.
John Catalano, CFP® and manager of financial planning software at Raymond James, said, "Forefield's Internet-like search engine and large knowledge base will assist our financial advisors in providing a greater level of personalized service to their clients. Forefield Alerts will also keep the firm's advisors up to date on key regulatory and industry developments."
Forefield Advisor will provide Raymond James' financial advisors with access to more than 3,000 updated articles, interactive tools, industry related email alerts, and sales presentations. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. Raymond James financial advisors will also receive online access to Forefield CE which provides up to 30 continuing education credit hours fcor CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC® certificants.
"This is a wonderful partnership. By working in an integrated fashion with Raymond James, we are able to help Raymond James' financial advisors to more thoroughly serve their clients while providing them with a broad range of educational and marketing resources," said Brent Delehey, CEO of Forefield.
About Forefield
Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. For more information, visit www.forefield.com.
About Raymond James Financial
Raymond James Financial (NYSE:RJF) is a Florida-based diversified holding company providing financial service to individuals, corporations, and municipalities through its subsidiary companies. Its three wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. have more than 4,800 financial advisors serving 1.2 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $170 billion, of which approximately $31.7 billion are managed by the firm's asset management subsidiaries.
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