Small RIAs Want Capital Without Giving Up Control. LPL Is Watching
LPL sees a minority-capital opening for smaller RIAs as deal sizes shrink and advisors seek growth funding without selling control.
Sanctuary’s Enterprise Partner Model Gets Another Ohio Test As Alluvial Adds Bryan Blackburn
Sanctuary partner Alluvial added Bryan Blackburn from Carnegie, lifting assets past $1.2B and expanding its Cleveland presence.
Raymond James Taps Franklin Templeton Veteran For Independent Contractor Division As Advisor Support Race Intensifies
Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.
A Veteran Advisor Joined TritonPoint. The Real Story Is Ownership
TritonPoint Partners added Greg Powers and expanded into Arizona and California, showing how advisor-owned platforms compete for veteran talent.
Wells Fargo Added Nearly $1.5B In Advisor Assets. The Real Signal Is Channel Choice
Wells Fargo added nearly $1.5B in advisor assets across its employee and FiNet channels, showing how flexibility and scale are shaping recruiting.
Two RIA Platforms Had Record Years. Their Growth Models Could Not Be More Different
Bluespring and Concurrent both reported record 2025 growth, but their models show two different paths for RIA acquisitions, capital and advisor support.
Savvy Hit 100 Advisors. The Real Story Is Commonwealth Recruiting Pressure
Savvy reached 100 advisors after adding three Commonwealth teams, showing how tech-forward RIAs are competing for advisors after LPL’s deal.
Cambridge Took A Minority Stake In AmeriFlex. The Real Story Is Advisor Succession
Cambridge made a minority investment in AmeriFlex to scale SuccessionFully, showing how advisor succession is becoming a major wealth platform battleground.
&Partners Is Turning Advisor Ownership Into A Recruiting Weapon
&Partners added Gerardi Wealth Management from Wells Fargo, showing how advisor-owned platforms are competing for large wealth teams.
Perennial Taps Betty Chin As Advisor Recruiting Becomes A Growth Battleground
Perennial Financial Services named former Edward Jones recruiting leader Betty Chin chief growth officer as LPL OSJs compete for advisor growth.
Raymond James Lost A $1.3B Team, But The Bigger Story Is Recruiting Pressure
Raymond James lost a $1.3B Georgia team to Concurrent while adding advisors from Wells Fargo, UBS and Northwestern Mutual.
Wells Fargo FiNet’s Historic Run Shows Why Independence Is Getting More Competitive
Wells Fargo added two UBS teams as FiNet marked a historic recruiting run, while LPL and Raymond James added veteran advisor talent.
Osaic’s Ameriprise Wins Show Why The OSJ Layer Matters
Osaic added $442M from two Ameriprise teams, showing how OSJ partners can help advisors pursue independence with local support.
LPL And Osaic Just Showed Advisor Independence Has Two Meanings
LPL and Osaic traded advisor teams, showing how independence can mean different things for growth, retirement planning and local identity.
LPL And Raymond James Win $300M In Assets, But The Moves Tell Opposite Stories
LPL added Emerald Legacy Advisors from Wells Fargo FiNet while Raymond James recruited Russell Karpf from LPL, showing two different advisor-growth paths.