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.
LPL Recruits Osaic Teams With $4B
By John ManganaroThe moves include over 30 financial advisors based in Lutherville, Maryland, and Berwyn, Pennsylvania.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
June 17, 2024
4 Reasons to Work as a Bank, Credit Union or Insurance AdvisorChoosing to work within an institutional environment can have unexpected benefits.
June 12, 2024
How This Bank Rep Took the Leap to IndependenceAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
June 03, 2024
Citizens Bank Adds $1B Ex-First Republic TeamTeam leader Brian Nagle, based in Boston, has been a managing director at JPMorgan since mid-2023.
May 30, 2024
The Ups and Downs of Going Independent, in 10 Charts: SchwabAdvisors are choosing different paths to independence but face serious challenges, a survey finds.
May 24, 2024
How to Avoid the No. 1 Value Killer in Retirement PortfoliosPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.
May 23, 2024
LPL Adds $4.6B Lincoln Team, $705M Merrill DuoPilot Financial of North Carolina moves with 105 advisors, while the ex-wirehouse duo is based in Oklahoma.