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's Recruiting Chief to Depart
By Dinah Wisenberg BrinScott Posner, who joined the firm in 2008, will stay through June to assist with a transition.
March 25, 2026
Edward Jones Saw Uptick in Senior Advisor Exits in 2025: ReportPossible drivers include retirement, changes at the firm and a desire to own their books, Muriel Consulting suggests.
March 25, 2026
11 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 17, 2026
Northern Trust Names New Head of Advisor RelationshipsAlyssa Quinlan will help advisors and strategic partners with client needs around assets like fine art and collectibles.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 02, 2026
Firm Acquired by Mariner Alleges Fraud, Breach of ContractIn a lawsuit, James Hyre says Mariner broke promises of significant compensation and support after buying his Ohio firm.