Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy
Coastline added three advisor teams with more than $430M in 2025. Its later growth shows how succession, M&A and platform support are reshaping RIAs.
LPL Bought Commonwealth. Then 653 Advisors Walked Away.
Commonwealth lost 653 advisors after LPL’s deal, raising questions about headcount retention, asset retention and broker-dealer culture.
Kestra’s Latest Recruiter Hires Show The Hidden Battle Behind Advisor Moves
Kestra added more recruiting talent from LPL and Commonwealth, showing how advisor recruiting is becoming a talent war behind the scenes.
Kestra Hired Commonwealth Advisors And LPL Recruiters. Now The Market Wants Answers
Kestra’s Commonwealth advisor wins and LPL recruiter hires raise questions about growth, culture fit and private-equity timing.