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.
CFP Board’s 3,214 July Record Was Only The Start Of A Bigger Advisor Talent Race
A record 3,214 candidates sat for the July 2025 CFP exam, but younger candidates, employer funding and advisor retirements make the talent story bigger.
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.