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.
Advisors Say They Would Switch Firms for Better AI
By Michael S. FischerFor advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.
September 10, 2026
RIAs Plan to Add Jobs as AI Boosts Capacity: CerulliThe findings of a new study may be counterintuitive, but advisors say it fits with what they've been seeing.
August 31, 2026
$2.1B Team Splits From LPL, Joins CeteraCalifornia-based Sierra Ridge Advisor Group leaves LPL after just 13 months and plans to launch an RIA.
August 27, 2026
Wells Fargo Steps Up Wealth Hiring After $1.5B RevampAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 24, 2026
Kestra Appoints New Head of Wealth ManagementAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 20, 2026
FP Transitions Introduces Firm Valuation Benchmarking ToolCEO Brad Bueermann also announces the hiring of a new chief operating officer.