Why Big Firms Are Losing the Hearts and Minds of Advisors
By Shirl PenneyA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
August 01, 2025
LPL Says It's on Target for 90% Retention as It Closes Commonwealth DealAbout 80 advisors have moved from Commonwealth to other firms since April, according to data compiled by AdvizorPro.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
July 29, 2025
Ameriprise CEO Sees Some Rivals Offering Advisors 'Iffy' DealsExecutives hope the better advisors will think harder about a firm's balance sheet.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 18, 2025
Rockefeller Recruits $2B UBS Team in New YorkThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 16, 2025
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025Younger advisors want more support from their firms, the research group finds.