secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2024-03-20T23:59:59+00:00
Accession:  0000720005-24-000027
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Raymond James Feb 2024: record client AUA $1.42T, cash sweep +13% YoY
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- Record client assets under administration of $1.416T, up 18% YoY and 3% MoM.
- Private Client Group fee-based accounts rose 19% YoY to $775.4B.
- Domestic cash sweep + ESP balances reached $58.2B, up 13% YoY and 1% MoM.
- Investment banking pipelines healthy; improvement in closings noted in February.
- Strong advisor retention and recruiting results contributed to growth.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000027/0000720005-24-000027-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000027/rjf-20240320.htm
  HTML page:      https://secwatch.observer/filing/0000720005-24-000027

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer