LPL hired Emily Field as chief people officer as Commonwealth integration began. Retention, layoffs and a 2026 conversion make culture an M&A issue.

Farther added 27 advisors across 15 states while Raymond James recruited a $300M Wells Fargo team, showing two different paths to wealth growth.

FSI, IRI and NAIFA pushed back on New Jersey’s contractor proposal. The final rule changed in two important areas, but advisors still lack an exemption.

Raymond James and Wells Fargo recruited teams managing $1.8B and $1.7B as large practices compete for deeper UHNW and business-owner capabilities.