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Also this week in Advisor Moves, Fifth Third reels in a big team from BNY Mellon, and MAI Capital Management doubles its AUM with a big acquisition deal.
August 29 -
Also this week, Raymond James picks another team from Commonwealth amid its purchase by LPL, and Cetera recruits from B. Riley Wealth Advisors.
August 22 -
The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.
August 20 -
Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.
August 19 -
Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.
August 15 -
Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.
August 8 -
Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.
August 1 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31 -
As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.
July 25 -
Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.
July 18