Tom Gooley Helped Build Cetera’s Scale. Now The Firm Has To Activate It
Cetera COO Tom Gooley’s planned retirement highlights Avantax integration, multicustodial growth and advisor platform execution.
Stifel’s St. Louis Tech Cuts Reveal A Bigger Platform Pressure Point
Stifel cut some St. Louis tech jobs as record wealth results show how platform efficiency and advisor support are colliding.
Wealth Firms Keep Buying Scale. Now The Back Office Is Paying For It
Cetera’s latest job cuts and UBS’s New Jersey layoffs show how wealth firms are cutting overlap while trying to protect advisor-facing support.
LPL’s 300 Job Cuts Show The New Cost Pressure Inside Wealth Platforms
LPL Financial’s 300 job cuts show how scale, AI, Commonwealth integration and advisor service pressure are reshaping platform costs.