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.
Northern Trust Names New Head of Advisor Relationships
By Melanie WaddellAlyssa Quinlan will help advisors and strategic partners with client needs around assets like fine art and collectibles.
March 02, 2026
11 Best & Worst Broker-Dealers: Q4 2025Earnings growth at firms in the financial sector hit 9.3%, up from the expected 6.4%.
February 27, 2026
NewEdge Adds $1B Ameriprise Team in New YorkLast month, the RIA nabbed a 24-person Ameriprise group with $1.4 billion in client assets in Tennessee.
February 12, 2026
How Advisors Know It's Time to Break Up (With Their Firm)As Valentine's Day brings relationships into focus, consider whether your current firm is still a good match.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.
November 19, 2025
11 Best & Worst Broker-Dealers: Q3 Earnings, 2025BD earnings in the quarter rose as much as 74% from a year ago.
October 30, 2025
Best and Worst 401(k) Plans by IndustryJudy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.
September 30, 2025
$1.1B RBC Team Forms a Private Wealth Group at LPLThe three-member advisory team came together to form Lighthouse Private Wealth.