Three Advisor Moves Show Why Recruiting Momentum Is Not Just About Mega-Teams
LPL, Osaic and Janney added advisor talent as recruiting momentum continues across planning, transition and regional wealth markets.
Advisor Recruiting Cuts Both Ways For LPL And Ameriprise
LPL added Texas Wealth Solutions from PNC but lost Pinnacle Wealth Management to Ameriprise, showing advisor recruiting’s two-way fight.
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.
Osaic, Raymond James And LPL Are Chasing Advisors With Three Different Offers
Osaic, Raymond James and LPL added advisor recruits as firms compete on W-2 support, independent channels and planning-led platforms.
LPL’s OMP Launch Tested The Line Between Advice And Product Revenue
LPL’s 2003 managed-money move showed how broker-dealers can face conflict questions even when a product is not technically proprietary.
Pacific Select’s CEO Exit Put Broker-Dealer Sale Pressure In Plain View
A Pacific Select CEO exit in 2007 showed how leadership instability can pressure broker-dealer networks before a major sale.
The Old Pacific Life Deal That Still Explains LPL’s Acquisition Strategy
LPL’s 2007 Pacific Life broker-dealer deal shows how advisor retention, platform control and transition strategy shaped its growth.
LPL’s Commonwealth Retention Target Faces Its First Real Stress Test
A Wolfe Research analyst says LPL still has a credible path to retaining 90% of Commonwealth advisors despite rising attrition.
LPL’s Commonwealth Retention Push Just Hit A Key Checkpoint
LPL says Commonwealth advisors representing nearly 80% of assets have signed on as the firm keeps its 90% retention target.
The 2025 Advisor Recruiting Scoreboard Has Two Clear Winners
LPL and Raymond James led 2025 advisor recruiting gains, while Bank of America, Osaic, Fidelity and UBS posted net advisor losses.
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.
A Judge Just Put The Brakes On Advisor Device Searches In The Ameriprise-LPL Fight
A federal judge stopped advisor device searches in the Ameriprise-LPL dispute as the case heads toward FINRA arbitration.
LPL And Raymond James Are Winning Advisors With Two Very Different Pitches
LPL added True Compass Advisors from Kestra, while Raymond James recruited Reece Nichols from Edward Jones in the latest advisor moves.
Category: Wealth Management
LPL’s $815M Emerald Wealth Win Shows Recruiting Is Getting More Personal
LPL added Emerald Wealth Management from Northwestern Mutual, while Raymond James and TritonPoint brought in advisor teams.
LPL And Osaic Add Advisor Talent From Raymond James And Stifel
LPL and Osaic added advisor talent from Raymond James and Stifel, bringing in teams tied to more than $1B in client assets.
LPL, Raymond James And Brighton Jones Add Advisor Talent In Latest Recruiting Moves
LPL, Raymond James and Brighton Jones added advisor talent through new team hires, employee-channel recruiting and Midwest expansion.
LPL Says Commonwealth Deal Remains On Track As Recruiting Focus Shifts
LPL says its Commonwealth integration remains on track as the firm works toward its 90% asset retention goal and refocuses recruiting.
LPL Lands $1B Ameriprise Team As Cetera And Raymond James Add Advisors
LPL added Cebert Wealth Advisors from Ameriprise, while Cetera and Raymond James announced more advisor moves across several markets.
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.