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The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.
July 24 -
Three of the quartet join the South Dakota office, while the fourth is in Washington state.
July 23 -
Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.
July 22 -
Mike Santomassimo is succeeding John Shrewsberry, who has held the role for the past six years.
July 21 -
The group had been at their previous firm for 14 years.
July 20 -
The new hire joins a fast-growing complex in Northern California.
July 20 -
The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
July 13 -
Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
July 9 -
One recruit left an IBD to join the wirehouse.
July 9 -
They left Merrill Lynch and Wells Fargo to join their new firm.
July 9 -
The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.
July 7 -
Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.
July 7 -
The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.
June 30 -
They join a growing St. Louis branch that RBC opened in 2018.
June 29 -
Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29 -
The advisors defected from rivals UBS and Merrill Lynch.
June 25 -
After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.
June 24 -
In both moves, fathers brought their children to work as colleagues.
June 24 -
LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.
June 24 -
The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.
June 23






















