LPL topped 6,000 CFP professionals as CFP Board reported record certificant growth, exam demand and planning momentum.

Raymond James adds Pioneer Valley Financial Group from Commonwealth, showing how LPL’s deal keeps fueling advisor recruiting.

Wells Fargo kept its 2026 advisor pay plan steady, but rising compensation costs show how strong markets can create grid creep pressure.

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

Cambridge made a minority investment in AmeriFlex to scale SuccessionFully, showing how advisor succession is becoming a major wealth platform battleground.

Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.

Cetera added Oestriecher Financial Management from LPL, showing how tax-centric planning and succession support are shaping advisor recruiting.

&Partners added Gerardi Wealth Management from Wells Fargo, showing how advisor-owned platforms are competing for large wealth teams.

Private credit BDCs keep attracting investors, but growth, credit stress, redemptions and falling rates are raising new advisor due diligence questions.

Wells Fargo Advisors added a nearly $1B Merrill team in Bellevue, showing how private client recruiting and regional wealth growth are shifting.

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

Janney named Kathy Capuano to lead advisor recruiting and market growth as the firm pushes for experienced-advisor hires and market expansion.

Ameriprise, Osaic, Kestra and Wells Fargo added major advisor teams, showing how recruiting is splitting across employee, independent and breakaway channels.

Stifel’s sale of Stifel Independent Advisors to Equitable shows how wealth firms are choosing between employee-advisor scale and independent-channel growth.

Blackstone’s BCRED payout cuts show how private credit funds must balance income demand, lower rates, redemptions and advisor confidence.

 &Partners reached 100 advisor practices with Mannen Financial Group, showing how ownership, equity and culture are shaping advisor recruiting.

Raymond James reported record fiscal Q4 and full-year results, helped by advisor growth, fee-based assets and capital markets momentum.

Edward Jones ranked highest among advised investors, but JD Power found fintechs gaining trust with younger DIY investors.

Edward Jones won FDIC approval for an in-house bank, advancing its lending, deposits and cash strategy after years of false starts.

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