Switching Firms
This coverage goes beyond announcements about the latest movement and emphasizes the complexity of switching firms. This approach aims to bring readers the most holistic view of the rapidly changing recruiting landscape, which is being driven by factors like intense industry consolidation.
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025
By Michael S. FischerYounger advisors want more support from their firms, the research group finds.
July 10, 2025
Sanctuary Wealth Adds $580M Private Wealth AdvisorThe news comes about two months after the hybrid RIA added a $2.2 billion group from UBS.
June 23, 2025
Advisors Sue Focus Financial Over 'Staggeringly Overbroad' RestrictionsEnforcement of the covenants would essentially bar the advisors, who resigned, from continuing in the industry, they argue.
June 20, 2025
Wealth Consulting Group Taps Ex-LPL Exec as PresidentAndy Kalbaugh joins the hybrid RIA, which uses LPL as its broker-dealer, as it enters a growth phase.
June 18, 2025
Raymond James Adds 3 Teams With $1.8BThe teams moved to the broker-dealer from Ameriprise, Morgan Stanley and UBS.
June 12, 2025
Atlanta Advisors With $2.6B Launch RIA With DynastyAnchyra Partners plans to acquire indie firms and work with experienced advisors seeking to leave captive markets.
June 11, 2025
Edelman Financial Engines Lures New President From Capital GroupRalph Haberli spent the past five years as president of Capital Group's institutional retirement client unit.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.