According to ThinkAdvisor, Raymond James has launched an enhanced portal. The new portal provides increased efficiency and collaboration for financial advisors and their teams. 

The "Alerts Portal" is fully customizable and allows for multiple ways to organize and forecast tasks. According to Vin Campagnoli, chief information officer, the portal will consolidate firm, department, and practice notifications into one centralized dashboard. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.