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.
Hightower Adds $2.5B Stearns Financial Group
By Rob BurgessHaleh Moddasser, managing partner at Stearns, said the firm had been discussing this move since late last year.
July 30, 2026
Merrill Nabs $13B Team From Morgan StanleyThe 14-member group will join Merrill's Private Wealth Management office in Boston.
July 29, 2026
Carson Group Scoops Up $1.8B Wells Fargo FiNet TeamThe firm is acquiring New Hampshire-based Doyle and Loughman Wealth Management, its largest wealth-focused transaction to date.
July 24, 2026
Ameriprise CEO: Some Advisor Firm Deals Look 'Crazy'Jim Cracchiolo described the overall business environment as "positive but dynamic" during the firm's recent earnings call.
July 24, 2026
Cetera Names Head of Tax-Focused TeamCraig Bartlett will take the helm of Cetera Financial Specialists within the broker-dealer's tax and accounting channel.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 01, 2026
6 Things That Matter Most When Advisors Switch FirmsThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.