No Result
View All Result
  • Login
Thursday, October 30, 2025
FeeOnlyNews.com
  • Home
  • Business
  • Financial Planning
  • Personal Finance
  • Investing
  • Money
  • Economy
  • Markets
  • Stocks
  • Trading
  • Home
  • Business
  • Financial Planning
  • Personal Finance
  • Investing
  • Money
  • Economy
  • Markets
  • Stocks
  • Trading
No Result
View All Result
FeeOnlyNews.com
No Result
View All Result
Home Financial Planning

Raymond James wins $2.7B client from LPL Financial

by FeeOnlyNews.com
5 months ago
in Financial Planning
Reading Time: 1 min read
A A
0
Raymond James wins .7B client from LPL Financial
Share on FacebookShare on TwitterShare on LInkedIn



Raymond James landed a big one this week with a financial firm moving its $2.7 billion AUM wealth business over from LPL Financial.

But LPL wasn’t only on the losing end. It picked up teams from longtime rivals Ameriprise and Cetera in its own notable recruiting deals. And Stifel revved up its recruiting engines with a group pulled from Merrill. Check out the details below.



Source link

Tags: 2.7bclientfinancialJamesLPLRaymondWins
ShareTweetShare
Previous Post

Dealmaking activity shows Trump tariffs derailed a budding M&A boom

Next Post

Wartsila to supply cargo handling systems for ammonia carriers

Related Posts

Commonwealth advisors leave for Cetera, Osaic, Raymond James

Commonwealth advisors leave for Cetera, Osaic, Raymond James

by FeeOnlyNews.com
October 30, 2025
0

Commonwealth Financial Network advisors keep voting with their feet, moving to firms like Cetera, Osaic and Raymond James rather than...

How advisors are using AI tools for prospecting and growth

How advisors are using AI tools for prospecting and growth

by FeeOnlyNews.com
October 30, 2025
0

As Michael Kitces pointed out in his opening fireside chat at Financial Planning's ADVISE AI 2025 this week in Las...

How to keep your AI use from violating industry rules

How to keep your AI use from violating industry rules

by FeeOnlyNews.com
October 29, 2025
0

Advisors using AI could take a big step toward regulatory compliance if they began every query proposed to ChatGPT or...

AI investment risks beg for diversification

AI investment risks beg for diversification

by FeeOnlyNews.com
October 29, 2025
0

The largest stocks' artificial intelligence correlation and concentration are fueling the risk that the technology firms investing in chips and...

UBS reports .6B outflows amid advisor exits

UBS reports $8.6B outflows amid advisor exits

by FeeOnlyNews.com
October 29, 2025
0

UBS' Americas wealth management arm saw an $8.6 billion exodus of client assets in the third quarter, a stark reversal...

Oasis CEO uses AI to create financial plans, stock analyses

Oasis CEO uses AI to create financial plans, stock analyses

by FeeOnlyNews.com
October 29, 2025
0

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if...

Next Post
Wartsila to supply cargo handling systems for ammonia carriers

Wartsila to supply cargo handling systems for ammonia carriers

Harvard’s ability to enrol international students halted by Trump administration

Harvard’s ability to enrol international students halted by Trump administration

  • Trending
  • Comments
  • Latest
AB Infrabuild, among 5 cos to approach record date for stock splits. Last day to buy for eligibility

AB Infrabuild, among 5 cos to approach record date for stock splits. Last day to buy for eligibility

October 15, 2025
Housing Market Loses Steam, “National Buyer’s Market” Likely in 2026

Housing Market Loses Steam, “National Buyer’s Market” Likely in 2026

October 14, 2025
Are You Losing Out Because of Medicare Open Enrollment Mistakes?

Are You Losing Out Because of Medicare Open Enrollment Mistakes?

October 13, 2025
Coinbase boosts investment in India’s CoinDCX, valuing exchange at .45B

Coinbase boosts investment in India’s CoinDCX, valuing exchange at $2.45B

October 15, 2025
Government shutdown could drain financial advisor optimism

Government shutdown could drain financial advisor optimism

October 7, 2025
Getting Started: How to Register

Getting Started: How to Register

October 10, 2025
8 Medigap “Gaps” You Only Notice After a Hospital Transfer

8 Medigap “Gaps” You Only Notice After a Hospital Transfer

0
Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

0
Sudan War: Gold, a Key Port, and Two Armies With No Legitimate Claim

Sudan War: Gold, a Key Port, and Two Armies With No Legitimate Claim

0
Strategy Q3 Income Narrows to .8B as mNAV Shrinks

Strategy Q3 Income Narrows to $2.8B as mNAV Shrinks

0
Apple Q4 revenue grows on strong iPhone sales; results beat estimates

Apple Q4 revenue grows on strong iPhone sales; results beat estimates

0
El Pollo Loco outlines plan for nearly doubling 2026 unit growth amid margin gains and menu innovation (NASDAQ:LOCO)

El Pollo Loco outlines plan for nearly doubling 2026 unit growth amid margin gains and menu innovation (NASDAQ:LOCO)

0
Strategy Q3 Income Narrows to .8B as mNAV Shrinks

Strategy Q3 Income Narrows to $2.8B as mNAV Shrinks

October 30, 2025
El Pollo Loco outlines plan for nearly doubling 2026 unit growth amid margin gains and menu innovation (NASDAQ:LOCO)

El Pollo Loco outlines plan for nearly doubling 2026 unit growth amid margin gains and menu innovation (NASDAQ:LOCO)

October 30, 2025
Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

October 30, 2025
Commonwealth advisors leave for Cetera, Osaic, Raymond James

Commonwealth advisors leave for Cetera, Osaic, Raymond James

October 30, 2025
8 Medigap “Gaps” You Only Notice After a Hospital Transfer

8 Medigap “Gaps” You Only Notice After a Hospital Transfer

October 30, 2025
Michael Saylor’s Strategy returns to profitability in third quarter

Michael Saylor’s Strategy returns to profitability in third quarter

October 30, 2025
FeeOnlyNews.com

Get the latest news and follow the coverage of Business & Financial News, Stock Market Updates, Analysis, and more from the trusted sources.

CATEGORIES

  • Business
  • Cryptocurrency
  • Economy
  • Financial Planning
  • Investing
  • Market Analysis
  • Markets
  • Money
  • Personal Finance
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Strategy Q3 Income Narrows to $2.8B as mNAV Shrinks
  • El Pollo Loco outlines plan for nearly doubling 2026 unit growth amid margin gains and menu innovation (NASDAQ:LOCO)
  • Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclaimers
  • About Us
  • Contact Us

Copyright © 2022-2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Sign In with Facebook
Sign In with Google
Sign In with Linked In
OR

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Business
  • Financial Planning
  • Personal Finance
  • Investing
  • Money
  • Economy
  • Markets
  • Stocks
  • Trading

Copyright © 2022-2024 All Rights Reserved
See articles for original source and related links to external sites.