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But the headline numbers don’t capture the size of teams leaving the wirehouses and mask significant differences by firm, according to a Diamond Consultants report.
Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity.
The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.
In a day of recruitment wins, Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist and Wells Fargo.
Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.
The four advisors will operate as Lumina Wealth Partners at UBS out of the firm's new Los Angeles office.
Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increas...
Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL’s RIA platform after evaluating more than a dozen firms.
Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
Matt Humphrey is joining the firm as a divisional president. His hiring comes several months after the $65 billion RIA aggregator created dual teams for its W-2 and independent RIA...
Since stepping into her position as private wealth director, Krista Goryl has been busy traveling the country to help advisors harness the firm's offerings — from tax planning and...
Phil Scott and Jim Atwood said when they joined JPMorgan from the failed First Republic bank they were assured they'd be immune from pressures to periodically rebalance client port...
SEI research reveals 71% of high-net-worth investors say their financial advisor has never requested to manage a greater share of their household wealth, despite tax benefits.
On a third-quarter earnings call, CEO Rick Wurster said Schwab Wealth Advisory is a growth opportunity for the firm; separately, he noted that the firm is working on a proprietary...
The firm hired two new executives and is adding over 50 new client-facing roles in broker/dealer and RIA field sales.
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
Cerulli Associates finds in a new survey that pay is, indeed, important to advisors changing firms. But it's not the top priority.
One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a gr...
In other people moves, T.D. Bank appoints a new U.S. wealth head, MAI Capital hires a former Barron's editor, and EP Wealth hires a Denver-based advisor from Curi RMB Capital.
The Southwest Florida team joins Raymond James’ Financial Institutions Division through Pinnacle Financial Partners’ investment program.
RBC Wealth Management clocks another win from UBS as it seeks to meet a rapid growth goal for advisors in the United States.
The 23-person team has left the broker/dealer after 30 years to create Fathom Advisors. The registered investment advisor has selected Schwab as custodian.
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