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 $2.1B Team From Raymond James in Texas
By John ManganaroThe Noble Group has nine advisors and is based in Sugar Land, Texas.
September 16, 2024
Glenmede Sues Longtime Portfolio Manager Over Surprise ResignationGlenmede Trust alleges Michael Gallagher breached agreements by trying to lure clients to follow him.
August 21, 2024
LPL Recruits Osaic Teams With $4BThe moves include over 30 financial advisors based in Lutherville, Maryland, and Berwyn, Pennsylvania.
August 07, 2024
LPL Adds Ex-BofA Advisor in TexasAlberto Francis, a former tennis player, has joined its high-net-worth-focused employee affiliation model in Houston.
July 30, 2024
Amerprise Sues LPL Over 'Shocking' Recruiting TacticsThe firm accuses LPL of "systematically" directing its recruits to take confidential client information.
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.