Raymond James Did Not Buy Commonwealth. It Still Found A Way To Win
Raymond James recruited 18 former Commonwealth teams with nearly $4.5B in assets, turning LPL’s acquisition into a live advisor-retention test.
LPL Lost About 5% Of Commonwealth Advisors. That Was Only The First Scoreboard
LPL’s Commonwealth deal faced about 5% advisor attrition early, but the bigger issue is whether asset retention, culture and conversion hold.
Dempsey Lord Smith Left Broker-Dealer Operations Behind. Here’s Why That Matters
Cambridge’s Dempsey Lord Smith Deal Shows Why Smaller Broker-Dealers Are Rethinking Scale
Advisor Recruiting Is No Longer One Battle. These Four Moves Show Why
Stifel’s sale of Stifel Independent Advisors to Equitable shows how wealth firms are choosing between employee-advisor scale and independent-channel growth.
Osaic Gets Fresh Capital, But Advisors Are Still The Real Question
Osaic’s Bain-linked recapitalization gives the firm new capital, but advisor retention and post-integration growth remain the real test.
Osaic Job-Cut Questions Put Advisor Service Back In Focus
Osaic’s consolidation may bring job cuts, raising questions about cost savings, advisor service and post-integration execution.