A $1.7B UBS Team Joined RBC. The Bigger Shift Is Happening Inside Employee Advice.
RBC added a $1.7B UBS team while LPL’s Linsco recruited $870M from Baird, showing how employee wealth models now compete on autonomy and scale.
Commonwealth Disruption Gave Raymond James A Recruiting Opening
Raymond James’ strongest recruiting outlook since 2008 shows how Commonwealth disruption, advisor choice and culture drive advisor moves.
The Old IBD Rule Was Hands Off The Client. That Rule Is Breaking.
LPL’s Financial Resources Group deal shows how giant OSJs, bank programs and branch offices became strategic acquisition targets.
Advisors Need Capital. Raymond James Wants To Be The Partner.
Raymond James’ advisor equity financing program gives independent practices capital while testing control, succession and M&A strategy.
Janney Wants To Prove Private Equity Does Not Have To Mean Culture Drift
Janney CEO Tony Miller says KKR ownership can support growth, advisor autonomy and employee ownership without losing culture.
Janney Added 27 Advisors. The Bigger Story Is Its KKR Transition.
Janney added 27 advisors and $4.3B in 2024, turning its KKR transition into a test of advisor autonomy and growth.