LicianPro

Wilma Bertis

Equity research analyst · Raymond James

Earnings calls

1

Nov 4, 2026 – Nov 4, 2026

Stocks asked about

1

Questions

2

Firm rating actions

0

on these stocks, from news

Coverage

Companies whose earnings calls Wilma Bertis asked questions on (from Lician's transcripts).

Questions on earnings calls

    • 55:08
      “Retail annuity sales have been particularly strong this quarter, but retirement operating earnings have declined year-over-year. Can you just walk us through what primarily drove this? Thanks.”
    • 55:58
      “And then how much of the recent fundraising momentum in PGM is coming from higher fee private asset strategies versus traditional fixed income products? And what are the implications? For the segment's margin outlook. Thanks.”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

Raymond James rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Wilma Bertis. We do not use licensed rating databases.

No rating action by Raymond James on these stocks in the headlines we store yet.