Osaic’s $540M West Virginia advisor win drew Primerica poaching allegations, showing how advisor recruiting can raise legal, client and transition risks.

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

Perennial Financial Services named former Edward Jones recruiting leader Betty Chin chief growth officer as LPL OSJs compete for advisor growth.

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.

Raymond James lost a $1.3B Georgia team to Concurrent while adding advisors from Wells Fargo, UBS and Northwestern Mutual.

 &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.

LPL, Raymond James and Prospera added new advisor teams, showing how platform choice is being shaped by independence, culture and client fit.

NASAA urged the SEC to toughen FINRA’s Rule 3290 proposal, warning that side businesses and private deals could evade broker-dealer oversight.

Wells Fargo added two UBS teams as FiNet marked a historic recruiting run, while LPL and Raymond James added veteran advisor talent.

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

Edward Jones advisor exits rose in 2025 as veteran brokers drove more departures, raising questions about retention, book ownership and platform change.

Moloney Securities sold client assets to Berthel Fisher and closed after regulatory pressure tied to GWG L Bond sales.

Cresset, Raymond James and LPL added veteran advisors, showing how firms are competing for experience, client trust and succession-ready practices.

Cambridge made several late-2025 deals while recruiting major advisor groups, showing how independent broker-dealers are buying and recruiting for RIA growth.

Commonwealth resolved a long-running SEC conflict-of-interest case for $5M after a $93M judgment was vacated on appeal.

Kestra added more recruiting talent from LPL and Commonwealth, showing how advisor recruiting is becoming a talent war behind the scenes.