Raymond James Rewired Advisor Support Before Its Recruiting Boom
Raymond James promoted Doug Brigman and Michelle Lynch as advisor support became central to recruiting, succession, fee-based growth and practice scale.
Larry Milton Brought $400M To Sanctuary. The Deal Was Built On A 35-Year Relationship.
Larry Milton left Truist with $400M to launch Fossil Rock through mFORCE and Sanctuary, turning a longtime Merrill relationship into an independence strategy.
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.
Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy
Coastline added three advisor teams with more than $430M in 2025. Its later growth shows how succession, M&A and platform support are reshaping RIAs.
Cetera Paid $1.2B For Avantax. The Tax Channel Was The Real Prize.
Cetera paid $1.2B for Avantax despite modest assets per advisor. The real prize was its tax-focused advisor and CPA distribution network.
Why Wealth Consulting Group Is Building A Growth Brain Trust
Wealth Consulting Group’s advisory board shows how hybrid RIAs are using outside expertise to scale M&A, technology and advisor support.
WCG Hired A Platform Operator. That Says A Lot About Its Growth Plan.
Wealth Consulting Group’s Andy Kalbaugh hire shows how midsize hybrid RIAs are adding platform leadership for growth, M&A and succession.
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.
Cetera’s Minority-Capital Playbook Is About Keeping Advisors Close
Cetera’s minority stake in CCR Wealth Management shows how broker-dealers can use capital, succession and growth support.