Switching Firms
This coverage goes beyond announcements about the latest movement and emphasizes the complexity of switching firms. This approach aims to bring readers the most holistic view of the rapidly changing recruiting landscape, which is being driven by factors like intense industry consolidation.
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: Report
By Dinah Wisenberg BrinRaymond James has been a major destination for former Commonwealth wealth management professionals.
June 26, 2026
Judge Scraps United Capital's Poaching Case Against OsaicThe court allowed United Capital the opportunity to amend and refile the complaint.
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 16, 2026
Cresset Appoints Head of Family Office ServicesMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
June 15, 2026
Meradia Appoints Head of Applied AISwati Gupta says the technology "is a powerful tool, but it's not a Swiss Army knife."
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.