Description
SWOT ANALYSIS OF RAYMOND JAMES FINANCIAL
Raymond James Financial
Parent Company
Raymond James Financial
Category
Investment Services
Sector
Banking and Financial Services
Tagline/ Slogan
Life Well Planned
One of largest full-service wealth management and investment banking USP firms
STP
Segment
Institutional and individual investors
Institutional and individual investors in North America looking for Target Group investment in financial services and instruments
Financial services, securities and insurance brokerage, investment banking, asset management, banking and cash management, trust Positioning services
SWOT Analysis
1. Merger with Morgan Keegan & Company created one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street 2. Catering 6,500 financial advisors and over 2.4 million customers in 2600 throughout USA, Canada and overseas 3. Strong financial position: The company has healthy liquidity and capital structure 4. Booming business across North America 5. Diversified services like Financial services, securities and insurance brokerage, investment banking, asset management, banking etc are Strength offered
1.Stumbling block of issues in past: Issues such as ARS, excessive commissions, failure to supervise former broker Dennis Herula,etc. 2.Business concentrated across North America and limited globa presence 3. Reliance on volatile financial market attaches element of contingency Weakness to the industry.
Opportunity
1. Growth through increase in offerings and integrating with technology. 2. Going across the globe through merger, acquisition of and partnership
with other companies.
1. Financial business being the first ones to be impacted by the subprime crisis. 2. Pressure from competitors to sustain in the market. Threats 3.Impacted by regulatory and legal changes.
Competition
1.State Street Global 2.Fidelity Investments 3.Goldman Sachs 4.Franklin Templeton 5. Interactive Brokers Group 6.JP Morgan security 7. Wells Fargo Advisors Competitors 8. BlackRock
doc_522291957.docx
SWOT ANALYSIS OF RAYMOND JAMES FINANCIAL
Raymond James Financial
Parent Company
Raymond James Financial
Category
Investment Services
Sector
Banking and Financial Services
Tagline/ Slogan
Life Well Planned
One of largest full-service wealth management and investment banking USP firms
STP
Segment
Institutional and individual investors
Institutional and individual investors in North America looking for Target Group investment in financial services and instruments
Financial services, securities and insurance brokerage, investment banking, asset management, banking and cash management, trust Positioning services
SWOT Analysis
1. Merger with Morgan Keegan & Company created one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street 2. Catering 6,500 financial advisors and over 2.4 million customers in 2600 throughout USA, Canada and overseas 3. Strong financial position: The company has healthy liquidity and capital structure 4. Booming business across North America 5. Diversified services like Financial services, securities and insurance brokerage, investment banking, asset management, banking etc are Strength offered
1.Stumbling block of issues in past: Issues such as ARS, excessive commissions, failure to supervise former broker Dennis Herula,etc. 2.Business concentrated across North America and limited globa presence 3. Reliance on volatile financial market attaches element of contingency Weakness to the industry.
Opportunity
1. Growth through increase in offerings and integrating with technology. 2. Going across the globe through merger, acquisition of and partnership
with other companies.
1. Financial business being the first ones to be impacted by the subprime crisis. 2. Pressure from competitors to sustain in the market. Threats 3.Impacted by regulatory and legal changes.
Competition
1.State Street Global 2.Fidelity Investments 3.Goldman Sachs 4.Franklin Templeton 5. Interactive Brokers Group 6.JP Morgan security 7. Wells Fargo Advisors Competitors 8. BlackRock
doc_522291957.docx