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.
Edward Jones Seeks to Shed ‘Cookie Cutter’ Image
By John ManganaroNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.
March 05, 2025
Why Does LPL Want $4 Billion?There are three likely possibilities, says Tiburon Strategic Advisors' Chip Roame.
March 04, 2025
Advisor Demand Is Hot as Talent Supply Runs LowOpportunities abound for top performers, particularly in the RIA space, recruiter Michael Terrana maintains.
March 03, 2025
4 Pillars to Start Planning Your ExitIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
March 03, 2025
10 Good Reasons to Switch FirmsAt some point in the recruiting process, you will need to articulate why you want to make a move.
March 03, 2025
LPL, Ex-Ameriprise Advisor Take a FINRA Hit in Recruiting BattleAn arbitration panel enjoined Douglas Kenoyer and said he wasn't entitled to Broker Protocol protections due to his conduct.
February 27, 2025
LPL Adds $1.15B Wells Fargo FiNet Team in CaliforniaTownsgate Wealth Management, founded in 2016, has grown into an ensemble practice serving wealthy investors.