Robert W. Baird & Co. Inc. last week won a $4.6 million arbitration claim against Raymond James Associates Inc., alleging 10 ...

Raymond James has added a former Merrill Lynch trio that managed $995 million in client assets to its employee advisor channel, Raymond James & Associates, in Cleveland, according to a news release.

Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.

A duo of Utah financial advisors managing more than $5 billion in client assets recently left online broker-dealer Zions Direct to join Raymond James, according to a press release.