Osaic Says Advisors Are Adopting AI Faster Than Expected
Osaic CEO Jamie Price says advisors have quickly adopted Jump and Zocks AI tools as wealth firms race to improve advisor workflows.
Osaic’s Executive Shake-Up Puts Its Growth Story Back Under The Microscope
Dimple Shah is leaving Osaic as the firm manages leadership changes, platform consolidation and its next phase of growth.
Two Merrill Teams Combine At Wells Fargo FiNet In $1.4B Move
Two Merrill teams combined at Wells Fargo FiNet, while Osaic and Raymond James added advisor teams in North Carolina and Kansas City.
LPL’s $815M Emerald Wealth Win Shows Recruiting Is Getting More Personal
LPL added Emerald Wealth Management from Northwestern Mutual, while Raymond James and TritonPoint brought in advisor teams.
Prairie Wealth Crosses $1B After McEwen Group Merger
Prairie Wealth Advisors crossed $1B in client assets after merging with The McEwen Group, while Raymond James added a Tucson advisor.
LPL And Osaic Add Advisor Talent From Raymond James And Stifel
LPL and Osaic added advisor talent from Raymond James and Stifel, bringing in teams tied to more than $1B in client assets.
LPL, Raymond James And Brighton Jones Add Advisor Talent In Latest Recruiting Moves
LPL, Raymond James and Brighton Jones added advisor talent through new team hires, employee-channel recruiting and Midwest expansion.
LPL Says Commonwealth Deal Remains On Track As Recruiting Focus Shifts
LPL says its Commonwealth integration remains on track as the firm works toward its 90% asset retention goal and refocuses recruiting.
LPL Lands $1B Ameriprise Team As Cetera And Raymond James Add Advisors
LPL added Cebert Wealth Advisors from Ameriprise, while Cetera and Raymond James announced more advisor moves across several markets.
Wells Fargo, LPL And Cetera Add Advisor Teams In New Recruiting Moves
Wells Fargo, LPL and Cetera added advisor teams from Morgan Stanley, UBS and Commonwealth as recruiting activity continues.
Cetera, LPL And Prime Capital Add Advisor Teams Across Several Markets
Cetera, LPL and Prime Capital added advisor talent from Osaic, Nations Financial Group and other major firms as recruiting continues.
Raymond James And Ameriprise Add Advisor Teams With Nearly $285M In Assets
Raymond James and Ameriprise added advisor practices overseeing nearly $285M, expanding wealth teams tied to FNBO and The Atlantic Group.
Nicholas Iarrapino Joins Wells Fargo FiNet With Fischman Azar Group
Nicholas Iarrapino joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s planning-based wealth management services.
Solomon Tobal Moves to Wells Fargo FiNet
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.
