Shalom Azar moves to Wells Fargo FiNet as part of the Fischman Azar Group, a wealth management team serving families, executives and high-net-worth clients.

Solomon Tobal moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.

Fidelity’s Marc Squires says advisor demand remains strong as complexity, philanthropy, alternatives and client uncertainty shape 2026.

Priority Financial Group moved broker-dealer operations from Osaic to United Planners, showing how advisor-owned culture and flexibility compete with scale.

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 minority stake in Private Advisor Group shows how broker-dealers are using ownership, succession and RIA M&A to keep advisor assets close.

Alexander “Sandy” Fischman moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.

OSAM president Chris Loveless says advisor demand is rising for tax-managed, personalized portfolios as transition support becomes a growth advantage.

RBC opened its first Louisiana branch with Heller Stieffel & Noto from UBS, showing how advisor teams can anchor regional expansion.

Raymond James added Forsa Wealth Partners from Edward Jones, showing how father-son teams, business-owner clients and independence are shaping recruiting.

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 Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.

Cresset added a $1.8B Goldman Sachs UHNW team, showing how family office platforms are competing for entrepreneurs and legacy-focused clients.

Osaic added True Wealth from LPL and Soundview from Commonwealth, showing how culture, technology and growth support shape advisor recruiting.

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

Cetera added Callero Capital Management from Osaic, showing how growth-minded advisor teams are weighing back-office support, succession and platform change.

Cambridge topped $2 billion in annual revenue as recruiting, acquisitions, AI and advisor support reshape independent broker-dealer growth.

Cetera added CarrThaxton Financial Group from LPL, showing how onboarding, technology and personalized support are shaping advisor recruiting.

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

RBC added The McGrath Group from Morgan Stanley in Fargo, showing how business-owner planning and ESOP expertise are shaping advisor recruiting.