RBC’s Louisiana Expansion Shows The Power Of Anchor Advisor Teams
RBC opened its first Louisiana branch with Heller Stieffel & Noto from UBS, showing how advisor teams can anchor regional expansion.
A Father-Son Edward Jones Team Joined Raymond James. The Bigger Story Is Independence
Raymond James added Forsa Wealth Partners from Edward Jones, showing how father-son teams, business-owner clients and independence are shaping recruiting.
Blue Owl Canceled A BDC Merger. The Real Story Is Investor Liquidity
Blue Owl’s canceled OBDC/OBDC II merger shows how public BDC discounts, retail redemption pressure and private credit liquidity risk can collide.
Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.
A $1.8B Goldman Team Joined Cresset. The Real Story Is Family Office Advice
Cresset added a $1.8B Goldman Sachs UHNW team, showing how family office platforms are competing for entrepreneurs and legacy-focused clients.
Two Advisor Teams Chose Osaic. Their Reasons Were Not The Same
Osaic added True Wealth from LPL and Soundview from Commonwealth, showing how culture, technology and growth support shape advisor recruiting.
Wells Fargo Kept Advisor Pay Steady. So Why Are Compensation Costs Rising?
Wells Fargo kept its 2026 advisor pay plan steady, but rising compensation costs show how strong markets can create grid creep pressure.
A Chicago-Area Osaic Team Joined Cetera. The Real Story Is Growth Infrastructure
Cetera added Callero Capital Management from Osaic, showing how growth-minded advisor teams are weighing back-office support, succession and platform change.
Cambridge Doubled Revenue In Five Years. Now Comes The Harder Test
Cambridge topped $2 billion in annual revenue as recruiting, acquisitions, AI and advisor support reshape independent broker-dealer growth.
Two Longtime LPL Advisors Joined Cetera. The Real Story Is Support
Cetera added CarrThaxton Financial Group from LPL, showing how onboarding, technology and personalized support are shaping advisor recruiting.
Dempsey Lord Smith Left Broker-Dealer Operations Behind. Here’s Why That Matters
Cambridge’s Dempsey Lord Smith Deal Shows Why Smaller Broker-Dealers Are Rethinking Scale
A $705M Morgan Stanley Team Joined RBC. The Real Story Is Business-Owner Advice
RBC added The McGrath Group from Morgan Stanley in Fargo, showing how business-owner planning and ESOP expertise are shaping advisor recruiting.
LPL Is Cutting Advisory Fees, But Direct Mutual Fund Accounts Face A New Cost
LPL’s planned fee on direct-to-fund mutual fund accounts shows how advisor platforms are pushing economics toward advisory assets.
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.
Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins
Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.
A Multigenerational Planning Team Left LPL For Cetera. Here’s Why It Matters
Cetera added Oestriecher Financial Management from LPL, showing how tax-centric planning and succession support are shaping advisor recruiting.
Cetera Wants Advisors To Serve Wealthier Clients Without Building A CIO Desk
Cetera launched Private Wealth model portfolios with Envestnet, giving advisors scalable tools for affluent and high-net-worth client portfolios.
&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.
Private Credit’s Popular BDCs Are Facing A New Due Diligence Test
Private credit BDCs keep attracting investors, but growth, credit stress, redemptions and falling rates are raising new advisor due diligence questions.
Wells Fargo’s $1B Merrill Team Win Shows Its Recruiting Rebound
Wells Fargo Advisors added a nearly $1B Merrill team in Bellevue, showing how private client recruiting and regional wealth growth are shifting.