Osaic Took A $275M Family Firm From LPL. LPL Took A Growth-Minded Team Back.
Osaic won Providence Wealth Planning from LPL while LPL added Coastal Wealth from Osaic, revealing how practice design drives advisor moves.
Osaic Cut Staff During Consolidation. Then It Started Hiring Support Again.
Osaic trimmed staff during consolidation, then hired support after integrating Lincoln. The shift shows where broker-dealer efficiency can become service risk.
LPL Hired Emily Field To Run HR. Commonwealth Made The Job A $2.7B Integration Test.
LPL hired Emily Field as chief people officer as Commonwealth integration began. Retention, layoffs and a 2026 conversion make culture an M&A issue.
Farther Recruited 27 Advisors. Raymond James Won $300M Through A Different Growth Machine.
FSI, IRI and NAIFA pushed back on New Jersey’s contractor proposal. The final rule changed in two important areas, but advisors still lack an exemption.
Raymond James Is Turning Commonwealth’s Northeast Into A Recruiting Corridor
Raymond James added $387M from Commonwealth in Massachusetts and New York as LPL’s acquisition created a larger Northeast recruiting opportunity.
Osaic Took $175M From LPL. Alpha Omega Was The Real Recruiting Engine.
Osaic recruited two North Carolina LPL teams with $175M through Alpha Omega, showing why OSJs remain powerful recruiting and service hubs.
LPL Was Getting Bigger. Cetera And Raymond James Found Two Places To Recruit Against It.
Cetera recruited a $380M LPL team while Raymond James added $210M from Commonwealth, exposing two different pressures around LPL’s growth.
LPL Paid $805M For Atria. The Retention Bet Became Its M&A Blueprint.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.
Osaic Was Simplifying Eight Broker-Dealers. Then It Bought Two More.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.
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.
Osaic’s Next Test Is Turning Consolidation Into Growth
Osaic’s management reorganization shows why advisor growth, service, technology and leadership stability now matter after Journey to One.
Atria Layoffs Put LPL’s Commonwealth Promise Under A Microscope
LPL’s Atria layoffs show why Commonwealth advisors are watching whether culture, service and staffing promises hold after M&A.
The Next Advisor Talent Fight Is About Brand, Tech And Trust
J.D. Power says younger advisors want AI, social media and brand support as firms face an aging advisor workforce.
UBS Is Losing Advisors. The Bigger Question Is Whether The Math Works.
UBS lost U.S. wealth advisors after compensation changes, testing whether margin gains can offset advisor attrition and asset outflows.
LPL Bought Commonwealth. Then 653 Advisors Walked Away.
Commonwealth lost 653 advisors after LPL’s deal, raising questions about headcount retention, asset retention and broker-dealer culture.