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.
Advisors, Not Firms, Hold the Power Now, Consultant Says
By Jane Wollman Rusoff"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
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.
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.