A $1.1B RBC Team Joined LPL. The Real Story Is Business Ownership
LPL added Lighthouse Private Wealth from RBC in New Jersey, showing how technology, autonomy and team-based planning are driving advisor moves.
RBC’s Louisiana Expansion Shows The Power Of Anchor Advisor Teams
RBC opened its first Louisiana branch with Heller Stieffel & Noto from UBS, showing how advisor teams can anchor regional expansion.
A Father-Son Edward Jones Team Joined Raymond James. The Bigger Story Is Independence
Raymond James added Forsa Wealth Partners from Edward Jones, showing how father-son teams, business-owner clients and independence are shaping recruiting.
Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.
Cetera Wants Advisors To Serve Wealthier Clients Without Building A CIO Desk
Cetera launched Private Wealth model portfolios with Envestnet, giving advisors scalable tools for affluent and high-net-worth client portfolios.
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.