What Advisors Are Looking For When They Switch (or Ditch) BDs
By Jane Wollman Rusoff"Advisors are no longer hesitant about leaving" when they're dissatisfied, Derrick Friedman of Broker Dealer Change says.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 02, 2025
Ameriprise Fights LPL Advisors' Request to Block Device SearchAmeriprise is pushing back against anonymous LPL advisors filing to intervene in LPL's forensic review of advisors' devices.
May 30, 2025
Merrill Picks Up 6 Advisors From Rival WirehousesThe reps worked with combined assets of over $1 billion while at Morgan Stanley, UBS and Wells Fargo.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 28, 2025
RBC Wealth Lands $1.6B UBS GroupThe team comes on board in Boise, Idaho, with eight members.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.