Merrill Lynch Nabs $628M Morgan Stanley Team: Recruiting Roundup
Meanwhile, a large hybrid-RIA recruits an executive from Fidelity Investments’ Clearing & Custody Services business.
United Capital Adds 2 Firms, $1.5B in Assets
The fast-growing RIA consolidator picks up retirement and wealth management groups in Maryland and Pennsylvania.
LPL Posts Higher Q2 Earnings, Flat Revenue
The IBD had lower regulatory costs, but sales commissions slowed in the three months ending June 30.
Washington Wealth Adds $180M Reps
The independent hybrid RIA says it has added 12 advisors in about nine months.
Triad Advisors Targets Smaller Reps With New RIA Platform
Program aims to support hybrid advisors looking to boost business and minimize regulatory headaches.