Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
The five-advisor group leaves U.S. Bank for LPL's platform, part of a record June that saw 204 advisors join the firm.
Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.
Wells Fargo affiliate and women-focused wealth firm both promote leadership as they scale advisor support.
Elsewhere, a Commonwealth team in Massachusetts converts to Cetera, while Janney draws four former Wells Fargo advisors to its Radnor, Pennsylvania office.
The independent broker-dealer expands its business development bench with a new recruiter and an internal promotion in the West.
Shannon Reid, president of Osaic and the network’s number two executive, has plenty of challenges, industry executives said.
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
New name draws on founder's family history as consolidation reshapes the broker-dealer landscape.
Teams head for W-2 independence models with practices totaling almost $1B.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Also, a Fidelity veteran goes indie with Osaic OSJ Innovative Financial Group, and Citizens welcomes a sports and entertainment-focused trio previously overseeing $800 million from Morgan Stanley.
The latest father-son additions at Merill include a tandem originally with Wells Fargo and an Iowa-based trio that crossed over from Baird.
UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
Minnesota fiduciary practice and Virginia team switch broker-dealers in latest advisor moves.
CEO Vlad Tenev calls the proactive restructuring a bid to build a leaner team, coming as the brokerage rolled out its RIA referral program earlier this month.
The independent brokerage giant welcomes a wealth planning team from Mass Mutual, while UBS reels in a Philadelphia-based endowment specialist.
