Raymond James CEO on Expansion Push, Tax Reform

Raymond James CEO on Expansion Push, Tax Reform

Assessment

Interactive Video

Business

University

Hard

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The video discusses Raymond James' strategic growth in investment banking, focusing on M&A activities and expansion into Europe. It highlights the firm's competitive stance in the market, including the Intel Mobileye deal, and addresses the challenges posed by larger banks like Goldman Sachs. The video also covers activism defense, wealth management, and direct investment strategies, emphasizing the role of family offices. Finally, it touches on client concerns regarding tax reform, particularly the corporate tax rate and its implications for medium-sized businesses.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

How does Raymond James plan to leverage its growth in the wealth management sector?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors are driving clients to seek direct investments instead of traditional funds?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the clients' concerns regarding tax reform as discussed in the interview?

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