Cambridge Adds 186 Advisors in First Half of 2026
By Rob BurgessThe firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.
July 30, 2026
Merrill Nabs $13B Team From Morgan StanleyThe 14-member group will join Merrill's Private Wealth Management office in Boston.
July 29, 2026
Carson Group Scoops Up $1.8B Wells Fargo FiNet TeamThe firm is acquiring New Hampshire-based Doyle and Loughman Wealth Management, its largest wealth-focused transaction to date.
July 24, 2026
Ameriprise CEO: Some Advisor Firm Deals Look 'Crazy'Jim Cracchiolo described the overall business environment as "positive but dynamic" during the firm's recent earnings call.
July 24, 2026
Cetera Names Head of Tax-Focused TeamCraig Bartlett will take the helm of Cetera Financial Specialists within the broker-dealer's tax and accounting channel.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.