Osaic and &Partners each land former Commonwealth teams, while Prospera welcomes two East Coast veterans to its network.
'Einstein of Wall Street' joins Forbes as the brand is shook over its suspended advisor rankings.
Firms announce new recruits in Minnesota, Texas and Florida as advisors cite autonomy, brand flexibility and client-service culture as key factors in their moves.
Joel Berry II brings firsthand athlete experience to Oppenheimer's $6B Winston-Salem team as NIL complexity grows for student-athletes.
Crown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
So far, legal settlements involving Jim Walesa since 2021 have cost Osaic about $26.3 million.
San Diego broker-dealer giant picks up California-based Sierra Ridge and its roughly 40 advisors, who had been affiliated with LPL for just over a year.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Appointment continues a wave of AI leadership hires reshaping wealth management as advisory firms race to build out digital and data infrastructure.
Annapolis-based firm moves its $160 million practice from Commonwealth to Cetera's Summit Financial Networks channel.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.
Jonathan Lewis joins the wealth management giant as it proceeds with a $2 billion AI and technology push for advisors.
A third-generation Pennsylvania firm with 24 advisors and $1.6 billion in client assets has left Cambridge Investment Research.
Advisors previously with UBS, Edward Jones head for new firms.
The multigenerational Cedar Rapids firm is joining through a key OSJ as recruiting competition heats up across the wealth space.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
