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Renee Baker: Amplifying the Voices of Diversity in Financial Services

Posted on September 27, 2021
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker.  Before joining Raymond James, Renee was a Chief Marketing…
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Release Notes

Default “Closed” Status in CX Will Help Advisors Manage Cases: Updates in June 2020

By: Carson Group
Release Notes: Version 20.2.2  |  June 3, 2020 New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their workload.…
Release Notes

Expanded Performance Analysis Dates, Improved Mobile Shortcut: Updates in April 2020

By: Carson Group
Release Notes: Version 20.2.1  | April 8, 2020 We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to access…

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