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.
How Women Moved Up on Wall Street Despite Pranks, Sexism and Worse
By Jane Wollman RusoffAt first, they laughed off the condoms left on their desks, author Paulina Bren details. Later generations lawyered up.
August 12, 2025
Recruiting Deals Offer More Than Money, But the Money's Really Good, TooThere’s a rush to get the assets of longer-tenured advisors before they get locked up in a sunset package.
August 04, 2025
Why Good Advisors Stay Too LongIt's easy for successful professionals to fall into traps that keep them from pursuing new opportunities.
August 01, 2025
LPL Says It's on Target for 90% Retention as It Closes Commonwealth DealAbout 80 advisors have moved from Commonwealth to other firms since April, according to data compiled by AdvizorPro.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
July 29, 2025
Ameriprise CEO Sees Some Rivals Offering Advisors 'Iffy' DealsExecutives hope the better advisors will think harder about a firm's balance sheet.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 18, 2025
Rockefeller Recruits $2B UBS Team in New YorkThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.