Osaic Took A $275M Family Firm From LPL. LPL Took A Growth-Minded Team Back.
Osaic won Providence Wealth Planning from LPL while LPL added Coastal Wealth from Osaic, revealing how practice design drives advisor moves.
Raymond James Is Turning Commonwealth’s Northeast Into A Recruiting Corridor
Raymond James added $387M from Commonwealth in Massachusetts and New York as LPL’s acquisition created a larger Northeast recruiting opportunity.
CFP Board’s 3,214 July Record Was Only The Start Of A Bigger Advisor Talent Race
A record 3,214 candidates sat for the July 2025 CFP exam, but younger candidates, employer funding and advisor retirements make the talent story bigger.
LPL Did Not Just Buy Assets. It Bought A Bank-Wealth Growth Engine.
LPL’s Financial Resources Group deal shows how giant OSJs, bank programs and branch offices became strategic acquisition targets.
Carson, IFG And Whittier Are Building The New Advisor Support Stack
Carson, IFG and Whittier Trust made key hires showing why advisor support, estate planning and tax depth now drive growth.