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.
Wells Fargo Steps Up Wealth Hiring After $1.5B Revamp
By Yizhu WangAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.
August 20, 2026
FP Transitions Introduces Firm Valuation Benchmarking ToolCEO Brad Bueermann also announces the hiring of a new chief operating officer.
August 17, 2026
Carson Group Hires SVP of Business DevelopmentKevin Peterson previously served as senior vice president of sales at Osaic.
August 14, 2026
Cambridge Adds 186 Advisors in First Half of 2026The firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
August 11, 2026
11 Best & Worst Broker-Dealers: Q2, 2026Most of the financial services industry's biggest firms topped analysts' profit estimates in the latest quarter.
August 05, 2026
Hightower Adds $2.5B Stearns Financial GroupHaleh Moddasser, managing partner at Stearns, said the firm had been discussing this move since late last year.
August 04, 2026
$3.5B Team Joins Cetera to Launch RIAThe team — New York-based iTP Partners — joins from Osaic.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.