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.
Wirehouse Recruiting Winners and Losers: 5 Trends in 2026
By Rob BurgessTwo firms bled advisors, while two posted net gains in the first half of the year, according to Diamond Consultants.
October 05, 2026
Independence? Advisors Are Leaving to Pursue ExcellenceThe best landing spots deliver a differentiated, integrated client experience across investments, wealth planning, technology and service.
October 05, 2026
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What's Next for Advisor Compensation & RecruitingSign up now for our Oct. 28 webcast with Diamond Consultants CEO Louis Diamond to learn about the latest industry trends driving today's frenzy in advisor recruiting and dealmaking.
September 28, 2026
NewEdge Nabs $1.25B Minnesota Team From UBSNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 24, 2026
When an Advisor Departure Turns Into a LawsuitWhat emerges within 30 days of a move often shapes the outcome.
September 18, 2026
Advisors Say They Would Switch Firms for Better AIFor advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.
September 18, 2026
Creative Planning Accelerates Employee Equity OwnershipThe program encompasses roughly 1,000 of the firm's 3,000 employees, CEO Peter Mallouk says.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.