Fidelity’s Marc Squires says advisor demand remains strong as complexity, philanthropy, alternatives and client uncertainty shape 2026.

OSAM president Chris Loveless says advisor demand is rising for tax-managed, personalized portfolios as transition support becomes a growth advantage.

Cetera added CarrThaxton Financial Group from LPL, showing how onboarding, technology and personalized support are shaping advisor recruiting.

Cambridge’s Dempsey Lord Smith Deal Shows Why Smaller Broker-Dealers Are Rethinking Scale

Osaic ConnectED 2025 showed how the firm is moving from integration to growth, with AI, scale, advisor engagement and platform flexibility in focus.

LPL Financial’s 300 job cuts show how scale, AI, Commonwealth integration and advisor service pressure are reshaping platform costs.

Prudential Advisors is using AI to enrich, score and route leads, showing how prospecting is shifting from raw volume to better timing.

LPL and Osaic traded advisor teams, showing how independence can mean different things for growth, retirement planning and local identity.

Stifel CEO Ron Kruszewski says AI can improve advisor productivity, but client advice still needs human judgment.

Osaic hired Stacie Nabedrick to lead advisor and client technology strategy as the firm pushes eQuipt, planning tools and scalable growth.

Raymond James is expanding Rai access, but CEO Paul Shoukry says advisor-client relationships still matter more than any AI bot.

Raymond James launched Rai, a proprietary AI operations agent, as wealth firms race to improve advisor service and governance.