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.
A $1.7B UBS Team Joined RBC. The Bigger Shift Is Happening Inside Employee Advice.
RBC added a $1.7B UBS team while LPL’s Linsco recruited $870M from Baird, showing how employee wealth models now compete on autonomy and scale.
UBS Is Losing Advisors. The Bigger Question Is Whether The Math Works.
UBS lost U.S. wealth advisors after compensation changes, testing whether margin gains can offset advisor attrition and asset outflows.
A $670M Baird Team Joined RBC. The Bigger Story Is Workplace Retirement.
RBC added the $670M Ellsworth Fair team from Baird, strengthening its Houston retirement plan and employer advisory business.
RBC’s $646M Morgan Stanley Hire Shows Why Florida Wealth Teams Are In Play
RBC added the $646M Thomasco Group from Morgan Stanley, strengthening its Palm Beach Gardens wealth presence.
A $660M UBS Team Just Joined RBC. The Bigger Story Is Executive Wealth
RBC added a $660M UBS team in Los Angeles, showing how UHNW planning, equity compensation and advisor support are driving recruiting.
A $1.1B RBC Team Joined LPL. The Real Story Is Business Ownership
LPL added Lighthouse Private Wealth from RBC in New Jersey, showing how technology, autonomy and team-based planning are driving advisor moves.
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.
RBC’s Louisiana Expansion Shows The Power Of Anchor Advisor Teams
RBC opened its first Louisiana branch with Heller Stieffel & Noto from UBS, showing how advisor teams can anchor regional expansion.
A $705M Morgan Stanley Team Joined RBC. The Real Story Is Business-Owner Advice
RBC added The McGrath Group from Morgan Stanley in Fargo, showing how business-owner planning and ESOP expertise are shaping advisor recruiting.
RBC Opens A New Georgia Wealth Beachhead With A $430M UBS Team
RBC opened an Alpharetta branch with a $430M UBS team while Osaic and Carson added advisors through platform and succession moves.
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’s $1.5B Gateway Move Shows The W-2 Advisor Model Is Gaining Ground
Osaic moved Gateway Investments to its W-2 channel, while Raymond James and RBC added advisor teams from Merrill and UBS.