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New Jersey Financial News
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Articles
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Atria Layoffs Put LPL’s Commonwealth Promise Under A Microscope
Wealth Management Charles Cooke 8/10/26 Wealth Management Charles Cooke 8/10/26

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.

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RBC Pulled Another Billion-Dollar Team From UBS. This Time, Detroit Was The Prize
Wealth Management Charles Cooke 7/27/26 Wealth Management Charles Cooke 7/27/26

RBC Pulled Another Billion-Dollar Team From UBS. This Time, Detroit Was The Prize

RBC recruited BLS Financial Group from UBS in Michigan, adding a $1.1B team as wirehouse recruiting, UHNW service and legal transition risks intensify.


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A Wells Fargo Duo Returned To Merrill. The Charlotte Market Explains Why
Wealth Management Charles Cooke 7/22/26 Wealth Management Charles Cooke 7/22/26

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.

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