Nov 08, 2023 / 04:00PM GMT
Steven Joseph Chubak - Wolfe Research, LLC - Director of Equity Research
Good morning, everybody. Really excited for our next session with Paul Shoukry, CFO, of Raymond James. Raymond James Wealth platform has really seen outsized growth. And as someone who covers a lot of names in the space, the word omnichannel is a nice buzzword. It's grown around quite a lot. I would say that Raymond James is really the only true omnichannel offering. So it's quite differentiated in the marketplace.
Questions and Answers:
Steven Joseph Chubak - Wolfe Research, LLC - Director of Equity ResearchSo Paul, there's no shortage of topics to talk about from organic growth, cash sorting, regulation, capital allocation. So there's quite a bit to unpack in this session. But maybe just to start things off, just given the challenging macro environment, why don't you just speak to what you're seeing in terms of client behavior and activity across both the retail business and maybe even touch on the institutional business very briefly.
Paul M. Shoukry -
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