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The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.
December 17
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The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.
December 14
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The firm has been looking to its wirehouse competitors for new hires throughout the year.
December 13
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Evan Guido is looking to partner more closely with CPAs.
December 13
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Independent Advisor Alliance and Private Advisor Group — two of the firm’s largest hybrid RIAs — say they’ve added billions in clients assets from IFP.
December 13
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It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.
December 11
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It’s the latest losses for the wirehouse, which has suffered from advisor attrition.
December 10
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Jason Chandler will oversee the firm’s roughly 6,900 advisors.
December 10
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The duo previously spent a decade and a half with Oppenheimer.
December 6
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The regional firm launched its seventh new office this year.
December 4
