LPL, Raymond James and Wells Fargo FiNet added new advisors, showing how firms are recruiting different practice types across the U.S.

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

Edward Jones confirmed India-based contractor support as home-office staff declined, raising questions about scale, service and advisor support.

CW Advisors’ Rovin deal and Shore Group’s Butler merger show how Osaic-linked firms are using acquisitions and combinations to scale.

Concorde Investment Services is facing scrutiny over bankrupt Inspired Healthcare deals, raising questions about private placements, DSTs and broker-dealer due diligence.

Cambridge’s WealthPlanners acquisition shows how independent broker-dealers are turning advisor succession into a platform strategy.

Wells Fargo recruited advisors from RBC, UBS and Citizens, showing how multiple channels are shaping advisor movement across wealth firms.

Osaic added $442M from two Ameriprise teams, showing how OSJ partners can help advisors pursue independence with local support.

UBS recruited a $1B Merrill team in San Juan, showing why Puerto Rico’s wealth market remains a test of local trust and global advice.

Ashford Securities’ shutdown shows how smaller broker-dealers tied to nontraded real estate products face pressure from rates, liquidity and weak demand.

LPL avoided an SEC enforcement action over its cash sweep program, but lawsuits, client-cash scrutiny and revenue questions remain.

LPL Financial’s 300 job cuts show how scale, AI, Commonwealth integration and advisor service pressure are reshaping platform costs.

Cetera recruited Jamie Hatfield from Commonwealth, showing how high-touch service and platform scale are shaping advisor moves.

Prospera and Independent Advisor Alliance promoted leaders to sharpen investment oversight, advisor experience and platform execution.

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

LPL and Osaic traded advisor teams, showing how independence can mean different things for growth, retirement planning and local identity.

Steward Partners added a $630M Stifel team in Macon as Ashton Thomas and Cetera also made advisor recruiting moves.

Osaic moved longtime partner Bard Financial into its W-2 channel, showing how succession and support are reshaping advisor affiliation.

Kestra’s Commonwealth advisor wins and LPL recruiter hires raise questions about growth, culture fit and private-equity timing.

RBC opened an Alpharetta branch with a $430M UBS team while Osaic and Carson added advisors through platform and succession moves.