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.
The No. 1 Thing Advisors Want When They Switch Firms
By Jane Wollman RusoffUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 02, 2025
Ameriprise Fights LPL Advisors' Request to Block Device SearchAmeriprise is pushing back against anonymous LPL advisors filing to intervene in LPL's forensic review of advisors' devices.
May 30, 2025
Merrill Picks Up 6 Advisors From Rival WirehousesThe reps worked with combined assets of over $1 billion while at Morgan Stanley, UBS and Wells Fargo.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 28, 2025
RBC Wealth Lands $1.6B UBS GroupThe team comes on board in Boise, Idaho, with eight members.
May 27, 2025
Navigating the Shifting Broker-Dealer Landscape: What Advisors SeekAmid industry consolidation and misaligned interests, advisors prioritize stability, control, culture, and client focus in their BD partnerships.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.