article thumbnail

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

Wealth Management

Related: David Kowachs &Partners Recruits Wells Fargo Veteran in Virginia “We are quite pleased to hear this update,” Citizens Bank analyst Devin Ryan wrote in a note that reiterated the bank’s outperform rating. But as with any transaction or competitive recruiting event, some advisors will prioritize differently.

article thumbnail

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

It’s this unique vantage point, and depth of knowledge and empathy, plus a natural ability to “connect the dots” that have earned Jason the trust and respect of the industry’s most sophisticated financial advisors at one of the nation’s leading recruiting and consulting firms. Jason is a graduate of Emory University in Atlanta, Ga.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

article thumbnail

Weekend Reading For Financial Planners (July 19–20)

Nerd's Eye View

Also in industry news this week: A recent survey finds that next-generation employees at broker-dealers are looking for improvements in branding and social media promotion from their firms as they look to build their own practices and take the reins from a rapidly graying advisor population RIA M&A volume hit a record in the first half of 2025 (..)

article thumbnail

How to Make the Hybrid Model Work for Your Team

Research has shown that when executed correctly, hybrid working models can allow companies to recruit better talent, achieve innovation, and build a flexible, productive future. How Globalization Partners’ technology can enable a hybrid game plan. Download the eBook to learn more about: What the hybrid model of work is.

article thumbnail

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Carson makes 28th full acquisition, LPL recruits from Osaic, and RBC adds two Nashville area teams from Janney Montgomery Scott. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. LPL Recruits $250M Fresno Team From Osaic Fresno, Calif.

article thumbnail

Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

In the report, Schwab also identified key traits of "top performing" firms (including having a defined ideal client persona and a defined client value proposition) and the key strategic initiatives respondents plan to pursue (with generating client referrals topping the list for the third consecutive year, followed by recruiting new staff).