The firms have separately and strategically brought on LPL and Fidelity veterans to drive growth, deepen advisor support, and expand client reach.
Wichita advisory firm becomes latest to join Osaic's growing national network of independent wealth managers.
The Omaha-based RIA's strategy of supportive partnership continues with a new wholly owned $314 million Carson Wealth location.
The WPCG-backed RIA is continuing its acquisition streak in the East Coast.
While Robinhood CEO Vlad Tenev paints the low-cost offering as a challenge to traditional advisors, a look under the hood shows a slightly different picture.
Gap in their own financial planning risks harming clients.
Arbitrators rule non-compete clause was unenforceable as Bellevue advisor Lars Knudsen speaks out against "vindictive behavior."
"Sometimes their time horizons are shorter than maybe the management team's time horizons, so those things can come into conflict."
Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.
Waverly is making its debut in Massachusetts as the $34 billion New York-based independent onboards an experienced veteran.
Mercer's Martine Lellis lifts the lid on $71 billion RIA's approach, having added 99 partner firms since 2016.
The two broker-dealer firms have expanded in Kansas and Georgia as they recruit defectors from Osaic and Edward Jones.
Report finds high level of contact between firms and potential buyers
Firms such as Stratos Wealth remain "incredibly optimistic" about a market driven by advisor demographics and private equity investments.
$70 billion Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.
MAI Capital Management boosts its athlete wealth services with Jon Hayes and Tim Hightower joining from the Cincinnati-based Constellation Sports Council.
But LPL's message to Commonwealth advisors is focused on retaining its culture, not an easy thing to do.
Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their hands.
The two wealth giants welcome former leaders from Goldman Sachs and JPMorgan as they look to drive their respective growth strategies forward.
'I’m taking a moment to pause and reflect,' one Commonwealth advisor tells IN.
