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.
Atria Co-Founders to Exit LPL
By Janet LevauxCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.