What’s More Lucrative: Wirehouse Package or Selling Your RIA?
Data from AdvisorHUB suggests wirehouse recruiting deals might well unlock more value than selling an RIA firm.
Focus Draws $1B UBS Breakaway Team
Raymond James tweets its recruiting news, as Morgan Stanley and UBS share their latest advisor deals.
Convergent Nabs Goldman Advisor; Aims to Double Its Assets
Boutique firm’s newest executive, Charles Winn, plans to help the group add clients and partners nationwide from a variety of backgrounds.
Ex-LPL, Schwab Recruiter Opens Office to Help Advisors Go Indie
The complexity of options for advisors wanting to go independent requires a new type of service, according to Al McIntee.
HighTower, on a Tear, Picks Up Another Merrill Firm, Adds Partner
New York's LCK Wealth has $320 million in AUM and is third wirehouse team to join HighTower in as many weeks, Michael Parker says.
Raymond James Grabs 3 Reps From Rivals
The new advisors join different channels with a total of $1 billion in assets and more than $2 million in yearly fees and commissions.
$900M UBS Group Moves to Dynasty; LPL Team Jumps to Raymond James
The New York-based team going independent includes four former wirehouse advisors, while the LPL group has three reps at $310 million in assets.
UBS Adds Merrill Advisor; NPC Recruits 2 Online
Reps move to National Planning Corp. from Ameriprise and LPL via The Advisor Center, an online clearinghouse.
Want a Big Paycheck to Switch BDs? Beware the True Price
Culture beats cash when it comes to picking the right firm, recruiter Jon Henschen says.
Women-Owned Advisory Firms Need to Play Catch-Up
Between 1997 and 2013, the number of women-owned firms increased by 59%. But most female advisors still work for an existing firm.