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.
12 States Where Advisor Income Grew the Most in 2025
By Michael S. FischerOf the 40 states with available data, SmartAsset reports, all but 11 saw advisors' median income increase.
June 08, 2026
Carson Acquires $1.1B Osaic AffiliateMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.
May 27, 2026
How to Overcome the Hidden Bottleneck in Advisor RecruitingThe real risk is in winning recruits and then handling everything that must happen after they say yes.
May 26, 2026
LPL Financial Adds $1B Cebert WealthThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.