Merit Adds $900M Commonwealth Team in California
Atlanta-based Merit Financial Advisors has recruited another team from Commonwealth Financial Network, according to an announcement from the…
By The Numbers: Advisors Managing $28B Left UBS in First Half of 2026
Advisor attrition at UBS Wealth Management USA remained elevated in the first half of 2026 and remains on…
Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
&Partners, Janney Recruit Raymond James Teams Managing $824 Million
Two Raymond James Financial teams managing $824 million combined left this week for &Partners and regional broker-dealer Janney…
Raymond James Snags $5.5B Comerica Team in California
A team managing $5.5 billion at Comerica Inc. jumped to Raymond James Financial’s employee channel in Newport Beach,…
&Partners Snags $550M Wells FiNet Team in Indiana
&Partners on Tuesday reeled in a team managing $550 million at Wells Fargo’s independent Financial Network in Indianapolis,…