Raymond James has swooped in to claim a large part of a Merrill team in Maryland.
Meanwhile, Wells Fargo and Raymond James both pull advisors from Commonwealth Financial Network, which continues to struggle with defections amid its acquisition by LPL Financial. And Fifth Third Advisors, RBC and Raymond James all also scored big recruiting wins, while Cetera welcomed back an institutional client, and Elevation Point took a minority stake in UBS-breakaway firm.
Read about it below.
Jess Polito of the M&A consulting firm Turkey Hill Management thinks the private equity capital financing many industry acquisitions presents...
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Welcome to the August 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big...
For the people tasked with keeping wealth management firms secure, the biggest threat is coming from within.Processing ContentNew data shows...
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...
LPL Financial returned to recruiting form in the second quarter with a net headcount gain of more than 300 and...
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