Savvy Hit 100 Advisors. The Real Story Is Commonwealth Recruiting Pressure
Savvy reached 100 advisors after adding three Commonwealth teams, showing how tech-forward RIAs are competing for advisors after LPL’s deal.
Cetera’s Nearly $19B RIA Move Is About Planning Scale, Not Just A New Name
Cetera merged Avantax Planning Partners and The Retirement Planning Group into Cetera Planning Partners, a nearly $19B employee-advisor RIA.
Prairie Wealth Crosses $1B After McEwen Group Merger
Prairie Wealth Advisors crossed $1B in client assets after merging with The McEwen Group, while Raymond James added a Tucson advisor.