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.
Best and Worst 401(k) Plans by Industry
By John ManganaroJudy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.
September 05, 2025
Carson's Latest Hires Include Ex-Commonwealth HNW ExecHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.
September 02, 2025
Why Big Firms Are Losing the Hearts and Minds of AdvisorsA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
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.