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.
With over 50 years of collective industry experience, Torrance Chaplin and Sean Marrin are stepping in as community leaders at Cetera Investors and RIA Network.
Meanwhile in Florida, Raymond James welcomed a multigenerational advisor group from Stifel, while Merrill reeled in Morgan Stanley advisors in the Chicago North and Nashville markets.
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
Ameriprise's tech spending declaration lands amid a wider broker-dealer arms race, with Edward Jones, Raymond James and LPL all expanding AI tools for advisors
Craig Bartlett brings more than 30 years of experience, including stripes from Creative Planning and UBS, as survey data point to a tax planning gap among US investors.
A California team with four decades of combined experience and a Kentucky father-son practice headline this week's advisor movement.
Christopher Blotto moved this month to Janney Montgomery Scott.
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Commonwealth Financial joins a number of firm that have recently cut jobs.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
Centaurus Financial touts its independence as a key selling point at a time when many firms are being swallowed up.
Breakaway advisors join new firms in Oklahoma, Idaho.
Cetera’s CEO Mike Durbin stressed Cetera’s recent success in the financial advisor market during a fireside chat with analyst Jeff Schmitt of William Blair.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
