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.