A UBS Advisor Left For LPL. The Model Matters More Than The Move.
LPL’s Oxford Oaks Capital hire from UBS shows how Linsco is using employee support, autonomy and technology to recruit veteran advisors.
LPL’s Next Growth Test Is Turning Size Into A Better Advisor Experience
LPL hired Edward Jones veteran Ilan Davidovici to lead corporate strategy as scale, digital transformation and RIA M&A converge.
Fifth Third Is Building A Bank-Backed RIA Flywheel
Fifth Third Wealth Advisors added a nearly $1B Atlanta duo from Regions, strengthening its bank-backed RIA recruiting strategy.
A $2B Private Wealth Duo Left Fifth Third For LPL. The Bigger Story Is Control
LPL added Moto Wealth Partners from Fifth Third, showing how private-bank advisors are using Linsco for planning, flexibility and scale.