Commonwealth Disruption Gave Raymond James A Recruiting Opening
Raymond James’ strongest recruiting outlook since 2008 shows how Commonwealth disruption, advisor choice and culture drive advisor moves.
WCG Hired A Platform Operator. That Says A Lot About Its Growth Plan.
Wealth Consulting Group’s Andy Kalbaugh hire shows how midsize hybrid RIAs are adding platform leadership for growth, M&A and succession.
Janney Added 27 Advisors. The Bigger Story Is Its KKR Transition.
Janney added 27 advisors and $4.3B in 2024, turning its KKR transition into a test of advisor autonomy and growth.