Cetera Added A Schwab And Fidelity Veteran. The Bigger Story Is RIA Choice
Cetera named Paul Polese to lead RIA Blueprint, strengthening its RIA and branches strategy as advisors demand more affiliation choice.
LPL Lost About 5% Of Commonwealth Advisors. That Was Only The First Scoreboard
LPL’s Commonwealth deal faced about 5% advisor attrition early, but the bigger issue is whether asset retention, culture and conversion hold.
A Wells Fargo Duo Returned To Merrill. The Charlotte Market Explains Why
Merrill hired Ryan Culpepper and Sam Pennell from Wells Fargo in Charlotte, showing how wirehouse recruiting still depends on local markets and team continuity.
Guided Financial Strategies Left LPL For Cetera. The Real Story Is Growth
Cetera’s Guided Financial Strategies Win Shows Why Mid-Sized LPL Teams Are Still Moving
Wealth Firms Keep Buying Scale. Now The Back Office Is Paying For It
Cetera’s latest job cuts and UBS’s New Jersey layoffs show how wealth firms are cutting overlap while trying to protect advisor-facing support.
A Chicago-Area Osaic Team Joined Cetera. The Real Story Is Growth Infrastructure
Cetera added Callero Capital Management from Osaic, showing how growth-minded advisor teams are weighing back-office support, succession and platform change.
Two Longtime LPL Advisors Joined Cetera. The Real Story Is Support
Cetera added CarrThaxton Financial Group from LPL, showing how onboarding, technology and personalized support are shaping advisor recruiting.
A Multigenerational Planning Team Left LPL For Cetera. Here’s Why It Matters
Cetera added Oestriecher Financial Management from LPL, showing how tax-centric planning and succession support are shaping advisor recruiting.
Cetera Wants Advisors To Serve Wealthier Clients Without Building A CIO Desk
Cetera launched Private Wealth model portfolios with Envestnet, giving advisors scalable tools for affluent and high-net-worth client portfolios.
Osaic’s Ameriprise Wins Show Why The OSJ Layer Matters
Osaic added $442M from two Ameriprise teams, showing how OSJ partners can help advisors pursue independence with local support.
Cetera’s Kentucky Commonwealth Hire Shows Why Service Still Wins Advisors
Cetera recruited Jamie Hatfield from Commonwealth, showing how high-touch service and platform scale are shaping advisor moves.
Steward Partners’ $630M Stifel Win Shows Why Advisors Want Ownership And Support
Steward Partners added a $630M Stifel team in Macon as Ashton Thomas and Cetera also made advisor recruiting moves.
Cetera’s Nearly $19B RIA Move Is About Planning Scale, Not Just A New Name
Cetera merged Avantax Planning Partners and The Retirement Planning Group into Cetera Planning Partners, a nearly $19B employee-advisor RIA.
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.