JPMorgan’s $1.1B William Blair Hire Shows Where Advisor Recruiting Is Moving
JPMorgan added David Amar’s $1.1B William Blair team as UBS and Cetera also made advisor recruiting moves.
Husband-Wife Advisor Team Leaves LPL For Osaic In Platform-Fit Move
The Finance Couple left LPL for Osaic through Innovative Financial Group as advisor moves show platform fit driving recruiting.
Commonwealth Advisors Become The Prize In A Broker-Dealer Recruiting Fight
Big broker-dealers are pursuing Commonwealth advisors after LPL’s $2.7B deal, turning retention into a major industry fight.
Cetera’s New Recruiting Deal Is Turning Into Advisor Wins
Cetera is gaining advisor teams after a new recruiting deal, with Commonwealth breakaways and Summit Financial playing key roles.
Wells Fargo, LPL And Cetera Add Advisor Teams In New Recruiting Moves
Wells Fargo, LPL and Cetera added advisor teams from Morgan Stanley, UBS and Commonwealth as recruiting activity continues.