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.
LPL Was Getting Bigger. Cetera And Raymond James Found Two Places To Recruit Against It.
Cetera recruited a $380M LPL team while Raymond James added $210M from Commonwealth, exposing two different pressures around LPL’s growth.
A $1.2B UBS Team Went Independent. The Bigger Story Is What Independence Now Means.
Sanctuary landed a $1.2B UBS breakaway while Raymond James added Commonwealth and Wells Fargo teams, showing how advisor independence is changing.
Advisors Need Capital. Raymond James Wants To Be The Partner.
Raymond James’ advisor equity financing program gives independent practices capital while testing control, succession and M&A strategy.
Raymond James Taps Franklin Templeton Veteran For Independent Contractor Division As Advisor Support Race Intensifies
Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.
Raymond James Snags Another Commonwealth Veteran With $660M In Assets As LPL Retention Test Deepens
Raymond James adds Pioneer Valley Financial Group from Commonwealth, showing how LPL’s deal keeps fueling advisor recruiting.
A Veteran Advisor Joined TritonPoint. The Real Story Is Ownership
TritonPoint Partners added Greg Powers and expanded into Arizona and California, showing how advisor-owned platforms compete for veteran talent.
Raymond James Did Not Buy Commonwealth. It Still Found A Way To Win
Raymond James recruited 18 former Commonwealth teams with nearly $4.5B in assets, turning LPL’s acquisition into a live advisor-retention test.