LPL’s Next Growth Test Is Turning Size Into A Better Advisor Experience
LPL hired Edward Jones veteran Ilan Davidovici to lead corporate strategy as scale, digital transformation and RIA M&A converge.
Fifth Third Is Building A Bank-Backed RIA Flywheel
Fifth Third Wealth Advisors added a nearly $1B Atlanta duo from Regions, strengthening its bank-backed RIA recruiting strategy.
A $2B Private Wealth Duo Left Fifth Third For LPL. The Bigger Story Is Control
LPL added Moto Wealth Partners from Fifth Third, showing how private-bank advisors are using Linsco for planning, flexibility and scale.
RBC’s $646M Morgan Stanley Hire Shows Why Florida Wealth Teams Are In Play
RBC added the $646M Thomasco Group from Morgan Stanley, strengthening its Palm Beach Gardens wealth presence.
A $660M UBS Team Just Joined RBC. The Bigger Story Is Executive Wealth
RBC added a $660M UBS team in Los Angeles, showing how UHNW planning, equity compensation and advisor support are driving recruiting.