Wells Fargo’s Naples Win Shows Advisor Recruiting Is A Channel-by-Channel Fight
Wells Fargo added Douglas DiGiorno from UBS in Naples as Raymond James and JPMorgan also made major advisor moves.
Raymond James Expands AI, But Its CEO Says Advisors Still Win On Trust
Raymond James is expanding Rai access, but CEO Paul Shoukry says advisor-client relationships still matter more than any AI bot.
Rai Shows Raymond James Wants AI To Fix The Advisor Workflow Problem
Raymond James launched Rai, a proprietary AI operations agent, as wealth firms race to improve advisor service and governance.
Raymond James Loses Two Independent-Channel Leaders As Osaic Hires Shannon Reid
Osaic hired Shannon Reid from Raymond James as president and advisor-growth head, while Alex David left Raymond James for Equity Services.
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 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.
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.
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
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.
Two Merrill Teams Combine At Wells Fargo FiNet In $1.4B Move
Two Merrill teams combined at Wells Fargo FiNet, while Osaic and Raymond James added advisor teams in North Carolina and Kansas City.
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.
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.
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 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.
Raymond James And Ameriprise Add Advisor Teams With Nearly $285M In Assets
Raymond James and Ameriprise added advisor practices overseeing nearly $285M, expanding wealth teams tied to FNBO and The Atlantic Group.