Raymond James promoted Doug Brigman and Michelle Lynch as advisor support became central to recruiting, succession, fee-based growth and practice scale.

Raymond James added $863M from RBC, Wells Fargo and Thrivent in three days, using different channels to attract three very different practices.

Farther added 27 advisors across 15 states while Raymond James recruited a $300M Wells Fargo team, showing two different paths to wealth growth.

Raymond James and Wells Fargo recruited teams managing $1.8B and $1.7B as large practices compete for deeper UHNW and business-owner capabilities.

Raymond James added $387M from Commonwealth in Massachusetts and New York as LPL’s acquisition created a larger Northeast recruiting opportunity.

Raymond James and Osaic added bank wealth partnerships in Texas and Ohio, showing why financial institutions are becoming a key distribution channel.

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.

Cetera recruited a $380M LPL team while Raymond James added $210M from Commonwealth, exposing two different pressures around LPL’s growth.

Sanctuary landed a $1.2B UBS breakaway while Raymond James added Commonwealth and Wells Fargo teams, showing how advisor independence is changing.

The broker-dealer index surged after the 2024 election, but wealth stocks still depend on rates, regulation, M&A and advisor growth.

Raymond James’ strongest recruiting outlook since 2008 shows how Commonwealth disruption, advisor choice and culture drive advisor moves.

Raymond James ETF Platform Turns Product Into Strategy

Raymond James’ advisor equity financing program gives independent practices capital while testing control, succession and M&A strategy.

J.D. Power says younger advisors want AI, social media and brand support as firms face an aging advisor workforce.

Commonwealth lost 653 advisors after LPL’s deal, raising questions about headcount retention, asset retention and broker-dealer culture.

Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.

Raymond James adds Pioneer Valley Financial Group from Commonwealth, showing how LPL’s deal keeps fueling advisor recruiting.

Ameriprise added Kendall Wealth Management from Edward Jones, showing how female-led family practices are choosing flexibility, technology and independence.

TritonPoint Partners added Greg Powers and expanded into Arizona and California, showing how advisor-owned platforms compete for veteran talent.

Cetera named Paul Polese to lead RIA Blueprint, strengthening its RIA and branches strategy as advisors demand more affiliation choice.