Lisa Detanna Recognized Again on Forbes Top Women Wealth Advisors List
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy RJF?
Source: Businesswire
- Recognition Again: Lisa Detanna has been honored once more on the Forbes 2026 list of America's Top Women Wealth Advisors, highlighting her outstanding leadership and client impact in wealth management, reflecting her team's commitment to integrity and professionalism in client service.
- Extensive Experience: Joining Raymond James in 2011, Detanna brings over 30 years of financial services experience, overseeing wealth strategies for approximately 800 families, focusing on long-term planning and financial literacy to ensure wealth transfer across generations.
- Asset Management Scale: Her team manages $4.4 billion in assets, aligning sophisticated investment solutions with the real-world goals and values of the families they serve, enhancing the wealth management experience and further solidifying the company's market position.
- Industry Recognition: The ranking is based on rigorous quantitative and qualitative metrics, including client retention and compliance records, demonstrating Detanna's influence in the wealth management industry and her positive contributions to clients' financial lives.
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Analyst Views on RJF
Wall Street analysts forecast RJF stock price to rise
9 Analyst Rating
2 Buy
7 Hold
0 Sell
Hold
Current: 157.410
Low
176.00
Averages
184.00
High
196.00
Current: 157.410
Low
176.00
Averages
184.00
High
196.00
About RJF
Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Lisa Detanna Recognized Again on Forbes Top Women Wealth Advisors List
- Recognition Again: Lisa Detanna has been honored once more on the Forbes 2026 list of America's Top Women Wealth Advisors, highlighting her outstanding leadership and client impact in wealth management, reflecting her team's commitment to integrity and professionalism in client service.
- Extensive Experience: Joining Raymond James in 2011, Detanna brings over 30 years of financial services experience, overseeing wealth strategies for approximately 800 families, focusing on long-term planning and financial literacy to ensure wealth transfer across generations.
- Asset Management Scale: Her team manages $4.4 billion in assets, aligning sophisticated investment solutions with the real-world goals and values of the families they serve, enhancing the wealth management experience and further solidifying the company's market position.
- Industry Recognition: The ranking is based on rigorous quantitative and qualitative metrics, including client retention and compliance records, demonstrating Detanna's influence in the wealth management industry and her positive contributions to clients' financial lives.
See More
Lisa Detanna Recognized in Forbes 2026 List of America's Top Women Wealth Advisors
- Industry Recognition: Lisa Detanna has been honored again on the 2026 Forbes list of America's Top Women Wealth Advisors, highlighting her exceptional leadership and client impact in wealth management, which further solidifies Raymond James' reputation in serving high-net-worth clients.
- Client Management: Detanna's team manages $4.4 billion in assets for approximately 800 families, focusing on long-term planning and financial literacy, which underscores her significant role in multi-generational wealth transfer and enhances client trust and loyalty.
- Professional Experience: Since joining Raymond James in 2011, Detanna has amassed over 30 years of financial services experience, leveraging her extensive industry background and expertise to elevate service quality and client satisfaction within her team.
- Team Culture: The management at Raymond James has praised Detanna's leadership, emphasizing her role as a role model within the team, inspiring members to deliver exceptional service and driving a client-centric culture within the firm.
See More
AI Trade Sentiment Reverses, Four Major Industries Hit Hard
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- Brokerage Pressure: Investment banks and brokerage firms are under pressure following the rollout of AI tools by fintech firm Altruist, with forward P/E ratios declining from 24.7 to 15.9, as the market fears that AI could replace traditional advisors in the future, leading to long-term margin compression.
- Insurance Broker Anxiety: Insurance brokers are facing disruption due to the integration of AI-driven tools, with the S&P Insurance Brokers industry index down 4% year-to-date; while the insurance sector remains relationship-driven, there are concerns that AI could erode commissions, impacting brokers' income stability.
- Asset Management Damage: Alternative asset managers are indirectly affected by significant exposure to private software companies, with many large firms down double digits year-to-date, as declining public software valuations raise concerns about their private portfolios, shrinking exit opportunities.
See More
Charles Schwab Remains Unconcerned About AI; CEO Rick Wurster Discusses Current Applications.
Market Reaction: Shares of Charles Schwab and other wealth management firms declined due to concerns over the impact of artificial intelligence on the industry.
AI Developments: Investors were particularly focused on a new AI-enabled tax planning tool from fintech start-up Altruist, which heightened fears about competition.
Industry Adaptation: Despite the concerns, Charles Schwab's CEO, Rick Wurster, indicated that established firms are also leveraging AI to enhance their operations and efficiency.
Future Outlook: The ongoing developments in AI technology are prompting both challenges and opportunities for traditional wealth management companies.
See More
Financial Services Stocks Sell-Off Due to AI Fears Creates Buying Opportunity
- Overreaction in the Market: Following Altruist's launch of a new AI tax planning tool, LPL Financial's stock dropped over 8%, Charles Schwab fell 7.4%, Raymond James declined nearly 9%, and Ameriprise slumped about 6%, reflecting market fears regarding the sustainability of wealth management fee streams and competitive dynamics.
- Analysts Optimistic for the Future: Morgan Stanley's analyst believes that despite the current sell-off being viewed as an overreaction, wealth management firms are well-positioned to leverage AI for productivity gains, especially with an impending generational wealth transfer expected to increase the number of clients seeking advisory services.
- Potential Opportunities with AI: Deutsche Bank's analyst emphasizes that AI is not a threat but a significant opportunity, noting that Charles Schwab has integrated over 220 AI use cases into its operations, which is expected to accelerate growth by enhancing client experience and enabling personalized outreach.
- Evolution Rather Than Disruption: Citizens JMP's analyst suggests that while the wealth management industry will evolve over the coming decades, there is currently no clear short-term disruption risk, highlighting that the fundamentals of the industry remain strong and the market's reaction may be overly dramatic.
See More
Mixed Close for US Stocks as Retail Sales Stagnate
- Retail Sales Weakness: US December retail sales were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting market confidence and economic growth outlook.
- Employment Cost Index Decline: The US Q4 employment cost index rose by +0.7% quarter-over-quarter, below the expected +0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence the Fed's monetary policy decisions.
- Mixed Market Performance: The Dow Jones Industrial Average reached a new all-time high, closing up +0.10%, while the S&P 500 and Nasdaq 100 indices fell by -0.33% and -0.56%, respectively, reflecting divergent market sentiment and uncertainty.
- Focus on Upcoming Economic Data: The market will closely monitor upcoming economic data, including January nonfarm payrolls and unemployment rate, which are expected to significantly influence future monetary policy and market trends.
See More
Lisa Detanna Recognized Again on Forbes Top Women Wealth Advisors List
- Recognition Again: Lisa Detanna has been honored once more on the Forbes 2026 list of America's Top Women Wealth Advisors, highlighting her outstanding leadership and client impact in wealth management, reflecting her team's commitment to integrity and professionalism in client service.
- Extensive Experience: Joining Raymond James in 2011, Detanna brings over 30 years of financial services experience, overseeing wealth strategies for approximately 800 families, focusing on long-term planning and financial literacy to ensure wealth transfer across generations.
- Asset Management Scale: Her team manages $4.4 billion in assets, aligning sophisticated investment solutions with the real-world goals and values of the families they serve, enhancing the wealth management experience and further solidifying the company's market position.
- Industry Recognition: The ranking is based on rigorous quantitative and qualitative metrics, including client retention and compliance records, demonstrating Detanna's influence in the wealth management industry and her positive contributions to clients' financial lives.
See More
Lisa Detanna Recognized in Forbes 2026 List of America's Top Women Wealth Advisors
- Industry Recognition: Lisa Detanna has been honored again on the 2026 Forbes list of America's Top Women Wealth Advisors, highlighting her exceptional leadership and client impact in wealth management, which further solidifies Raymond James' reputation in serving high-net-worth clients.
- Client Management: Detanna's team manages $4.4 billion in assets for approximately 800 families, focusing on long-term planning and financial literacy, which underscores her significant role in multi-generational wealth transfer and enhances client trust and loyalty.
- Professional Experience: Since joining Raymond James in 2011, Detanna has amassed over 30 years of financial services experience, leveraging her extensive industry background and expertise to elevate service quality and client satisfaction within her team.
- Team Culture: The management at Raymond James has praised Detanna's leadership, emphasizing her role as a role model within the team, inspiring members to deliver exceptional service and driving a client-centric culture within the firm.
See More
AI Trade Sentiment Reverses, Four Major Industries Hit Hard
- Software Sector Hit: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) has plummeted nearly 20% year-to-date, making it the worst-performing industry, as fears mount that AI tools could disintermediate traditional software providers, causing forward P/E ratios for application software to drop from 35.3 to 23.7 and systems software from 35.5 to 23.3, reflecting market concerns over future earnings durability.
- Brokerage Pressure: Investment banks and brokerage firms are under pressure following the rollout of AI tools by fintech firm Altruist, with forward P/E ratios declining from 24.7 to 15.9, as the market fears that AI could replace traditional advisors in the future, leading to long-term margin compression.
- Insurance Broker Anxiety: Insurance brokers are facing disruption due to the integration of AI-driven tools, with the S&P Insurance Brokers industry index down 4% year-to-date; while the insurance sector remains relationship-driven, there are concerns that AI could erode commissions, impacting brokers' income stability.
- Asset Management Damage: Alternative asset managers are indirectly affected by significant exposure to private software companies, with many large firms down double digits year-to-date, as declining public software valuations raise concerns about their private portfolios, shrinking exit opportunities.
See More
Charles Schwab Remains Unconcerned About AI; CEO Rick Wurster Discusses Current Applications.
Market Reaction: Shares of Charles Schwab and other wealth management firms declined due to concerns over the impact of artificial intelligence on the industry.
AI Developments: Investors were particularly focused on a new AI-enabled tax planning tool from fintech start-up Altruist, which heightened fears about competition.
Industry Adaptation: Despite the concerns, Charles Schwab's CEO, Rick Wurster, indicated that established firms are also leveraging AI to enhance their operations and efficiency.
Future Outlook: The ongoing developments in AI technology are prompting both challenges and opportunities for traditional wealth management companies.
See More
Financial Services Stocks Sell-Off Due to AI Fears Creates Buying Opportunity
- Overreaction in the Market: Following Altruist's launch of a new AI tax planning tool, LPL Financial's stock dropped over 8%, Charles Schwab fell 7.4%, Raymond James declined nearly 9%, and Ameriprise slumped about 6%, reflecting market fears regarding the sustainability of wealth management fee streams and competitive dynamics.
- Analysts Optimistic for the Future: Morgan Stanley's analyst believes that despite the current sell-off being viewed as an overreaction, wealth management firms are well-positioned to leverage AI for productivity gains, especially with an impending generational wealth transfer expected to increase the number of clients seeking advisory services.
- Potential Opportunities with AI: Deutsche Bank's analyst emphasizes that AI is not a threat but a significant opportunity, noting that Charles Schwab has integrated over 220 AI use cases into its operations, which is expected to accelerate growth by enhancing client experience and enabling personalized outreach.
- Evolution Rather Than Disruption: Citizens JMP's analyst suggests that while the wealth management industry will evolve over the coming decades, there is currently no clear short-term disruption risk, highlighting that the fundamentals of the industry remain strong and the market's reaction may be overly dramatic.
See More
Mixed Close for US Stocks as Retail Sales Stagnate
- Retail Sales Weakness: US December retail sales were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting market confidence and economic growth outlook.
- Employment Cost Index Decline: The US Q4 employment cost index rose by +0.7% quarter-over-quarter, below the expected +0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence the Fed's monetary policy decisions.
- Mixed Market Performance: The Dow Jones Industrial Average reached a new all-time high, closing up +0.10%, while the S&P 500 and Nasdaq 100 indices fell by -0.33% and -0.56%, respectively, reflecting divergent market sentiment and uncertainty.
- Focus on Upcoming Economic Data: The market will closely monitor upcoming economic data, including January nonfarm payrolls and unemployment rate, which are expected to significantly influence future monetary policy and market trends.
See More
