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.
Ameriprise Beat LPL In One Court And Lost In Another. The Message Is Bigger Than Both
Ameriprise won one court ruling and lost another against LPL, showing how advisor recruiting now turns on client data, protocol rules and transition risk.
Two Advisor Teams Chose Osaic. Their Reasons Were Not The Same
Osaic added True Wealth from LPL and Soundview from Commonwealth, showing how culture, technology and growth support shape advisor recruiting.
Wells Fargo’s $1B Merrill Team Win Shows Its Recruiting Rebound
Wells Fargo Advisors added a nearly $1B Merrill team in Bellevue, showing how private client recruiting and regional wealth growth are shifting.
Blackstone’s BCRED Payout Cut Shows Private Credit’s Bigger Test
Ameriprise, Osaic, Kestra and Wells Fargo added major advisor teams, showing how recruiting is splitting across employee, independent and breakaway channels.
Wells Fargo FiNet’s Historic Run Shows Why Independence Is Getting More Competitive
Wells Fargo added two UBS teams as FiNet marked a historic recruiting run, while LPL and Raymond James added veteran advisor talent.
LPL, Raymond James And FiNet Are Winning Very Different Advisor Practices
LPL, Raymond James and Wells Fargo FiNet added new advisors, showing how firms are recruiting different practice types across the U.S.
Wells Fargo’s $750M Recruiting Run Shows Why Family-Led Advisor Teams Still Matter
Wells Fargo added advisor teams from Morgan Stanley and Ameriprise, showing how regional, family-linked practices remain central to recruiting.
Wells Fargo’s $800M Recruiting Week Shows How Advisor Moves Are Splitting By Channel
Wells Fargo recruited advisors from RBC, UBS and Citizens, showing how multiple channels are shaping advisor movement across wealth firms.
UBS’ $1B Puerto Rico Hire Is Really A Local Trust Story
UBS recruited a $1B Merrill team in San Juan, showing why Puerto Rico’s wealth market remains a test of local trust and global advice.
Cetera’s Kentucky Commonwealth Hire Shows Why Service Still Wins Advisors
Cetera recruited Jamie Hatfield from Commonwealth, showing how high-touch service and platform scale are shaping advisor moves.
LPL And Osaic Just Showed Advisor Independence Has Two Meanings
LPL and Osaic traded advisor teams, showing how independence can mean different things for growth, retirement planning and local identity.
Steward Partners’ $630M Stifel Win Shows Why Advisors Want Ownership And Support
Steward Partners added a $630M Stifel team in Macon as Ashton Thomas and Cetera also made advisor recruiting moves.
Osaic Turns A 40-Year Relationship Into A W-2 Succession Play
Osaic moved longtime partner Bard Financial into its W-2 channel, showing how succession and support are reshaping advisor affiliation.
RBC Opens A New Georgia Wealth Beachhead With A $430M UBS Team
RBC opened an Alpharetta branch with a $430M UBS team while Osaic and Carson added advisors through platform and succession moves.
Wells Fargo’s $3.1B JPMorgan Win Shows How Advisor Recruiting Is Splitting
Wells Fargo added a $3.1B JPMorgan team while Janney and Prime Capital made regional planning hires, showing three recruiting lanes.
LPL And Raymond James Win $300M In Assets, But The Moves Tell Opposite Stories
LPL added Emerald Legacy Advisors from Wells Fargo FiNet while Raymond James recruited Russell Karpf from LPL, showing two different advisor-growth paths.
UBS’ Arkansas Merrill Hire Shows Its U.S. Wealth Rebuild Is Getting Local
UBS recruited Clay Young from Merrill in Arkansas as Wells Fargo FiNet and Raymond James also added advisor teams.
Raymond James’ Beverly Hills Morgan Stanley Hire Is About More Than $160M
Raymond James added Thomas K. Sutter from Morgan Stanley in Beverly Hills, strengthening its employee advisor channel and complex-client reach.
Wells Fargo’s Naples Win Shows Advisor Recruiting Is A Channel-by-Channel Fight
Wells Fargo added Douglas DiGiorno from UBS in Naples as Raymond James and JPMorgan also made major advisor moves.