Raymond James likes the Goldilocks approach to operating within the wealth management industry: aim to be not too big, not too small, but just the right size.

"We envision ourselves maintaining our unique position in the middle, simultaneously big enough in terms of the resources, technology and intellectual capital, but small enough that we continue to deliver to our advisors and their clients the culture of accessibility and responsiveness they grew up with and continue to value," says Tash Elwyn, president of Raymond James & Associates.

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