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.
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come Knocking
By John ManganaroLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 15, 2025
LPL Calls Ameriprise Data-Breach Notices 'Defamatory'"Ameriprise has sunk to a new low" by sending breach notices to clients whose advisors switched firms, LPL says.
April 10, 2025
Atria Co-Founders to Exit LPLCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 10, 2025
Bluespring Taps Former LPL Exec for Growth RoleThe Kestra Holdings unit has hired Graeme Lee as head of strategic growth.
April 08, 2025
Raymond James Adds 3 Teams With $2B in AssetsThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.