Husband-Wife Advisor Team Leaves LPL For Osaic In Platform-Fit Move
The Finance Couple left LPL for Osaic through Innovative Financial Group as advisor moves show platform fit driving recruiting.
Raymond James Loses Two Independent-Channel Leaders As Osaic Hires Shannon Reid
Osaic hired Shannon Reid from Raymond James as president and advisor-growth head, while Alex David left Raymond James for Equity Services.
Osaic, Raymond James And LPL Are Chasing Advisors With Three Different Offers
Osaic, Raymond James and LPL added advisor recruits as firms compete on W-2 support, independent channels and planning-led platforms.
An ING Founder’s Jump To NFP Shows Why Advisor Loyalty Can Crack
erry Brown’s move from Financial Network Investment Corp. to NFP shows how advisor loyalty, payout structures and platform fit shape recruiting.
LPL’s Commonwealth Retention Target Faces Its First Real Stress Test
A Wolfe Research analyst says LPL still has a credible path to retaining 90% of Commonwealth advisors despite rising attrition.
LPL’s Commonwealth Retention Push Just Hit A Key Checkpoint
LPL says Commonwealth advisors representing nearly 80% of assets have signed on as the firm keeps its 90% retention target.
The 2025 Advisor Recruiting Scoreboard Has Two Clear Winners
LPL and Raymond James led 2025 advisor recruiting gains, while Bank of America, Osaic, Fidelity and UBS posted net advisor losses.
Commonwealth Advisors Become The Prize In A Broker-Dealer Recruiting Fight
Big broker-dealers are pursuing Commonwealth advisors after LPL’s $2.7B deal, turning retention into a major industry fight.
Cetera’s New Recruiting Deal Is Turning Into Advisor Wins
Cetera is gaining advisor teams after a new recruiting deal, with Commonwealth breakaways and Summit Financial playing key roles.
Baird’s $1B Goelzer Team Win Puts Indianapolis Recruiting In Focus
Baird added HWB Partners from Goelzer in Indianapolis, adding a $1B team with wealth, institutional and sports advisory experience.
A Judge Just Put The Brakes On Advisor Device Searches In The Ameriprise-LPL Fight
A federal judge stopped advisor device searches in the Ameriprise-LPL dispute as the case heads toward FINRA arbitration.
LPL And Raymond James Are Winning Advisors With Two Very Different Pitches
LPL added True Compass Advisors from Kestra, while Raymond James recruited Reece Nichols from Edward Jones in the latest advisor moves.
Category: Wealth Management
LPL Says Commonwealth Deal Remains On Track As Recruiting Focus Shifts
LPL says its Commonwealth integration remains on track as the firm works toward its 90% asset retention goal and refocuses recruiting.