Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
Meanwhile, Ameriprise has added a Florida-based veteran formerly with Oppenheimer just as it loses a similarly seasoned professional to Prudential Advisors in New Jersey.
IFP adds roughly $400M in combined assets as advisors from South Dakota and Maryland seek flexible, long-term partnerships following LPL's Commonwealth acquisition.
The firm added almost $7B to its platform in the first six months of the year.
Firm opens its annual conference in San Diego with a slate of announcements aimed at putting more intelligence and less friction in advisors' hands.
The $73.6 billion retirement specialist is rolling out brokerage accounts, a robo-advisor and savings tools in a bid to become a full financial partner.
Appointment extends a run of senior hires as Northern Trust builds out complex-wealth services for entrepreneurs and multigenerational families.
Also, Kestra welcomes an experienced $240 million Hightower Advisor, while $38 billion indie RIA Oxford Financial adds a managing director to its Grand Rapids, Michigan office.
The incoming four-advisor team, including a father-daughter duo, marks a sizeable addition to the firm's employee advisor channel in Pennsylvania.
Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors
Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
An 86-year-old from Dallas tried to withdraw funds from his account, but Edward Jones invoked a FINRA-backed temporary lockout before he eventually left for Merrill Lynch.
The veteran-led advisory firm moved nearly 50 advisors from Osaic to Cetera this week, launching a new equity-ownership RIA with two key footprints in the East Coast.
Founder-led 32 North Wealth brings four partners to the hybrid RIA while extending its record of attracting Wells Fargo breakaways.
Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.
Two established wealth management teams head to RBC Wealth Management and Raymond James respectively.
RIA custodian TradePMR hit $50 billion in AUM as Robinhood launched its advisor referral network earlier this year.
The California-based veteran advisors are joining RayJay's employee advisor channel as billion-dollar-plus moves continue to reshape the independent channel in 2026.
