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.
Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins
Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.
Osaic Welcomed A $540M Team. Then The Recruiting Fight Got Complicated
Osaic’s $540M West Virginia advisor win drew Primerica poaching allegations, showing how advisor recruiting can raise legal, client and transition risks.