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.
Raymond James Won $863M In Three Days. The Teams Were Not Buying The Same Model.
Raymond James added $863M from RBC, Wells Fargo and Thrivent in three days, using different channels to attract three very different practices.
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.
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.
Raymond James Is Turning Active ETFs Into Advisor Infrastructure
Raymond James ETF Platform Turns Product Into Strategy
Osaic Was More Than A New Name. It Was A Broker-Dealer Stress Test.
Advisor Group’s Osaic rebrand was more than a new name. It tested advisor loyalty, platform integration and broker-dealer scale.
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.
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.