Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Teams head for W-2 independence models with practices totaling almost $1B. Two advisory practices have made significant moves…
LPL, Raymond James, big winners in advisor recruiting in 2025: report.
Meanwhile, Bank of America and Osaic lead firms with largest net declines, according to Wolfe Research. Triggered in…
Edward Jones layoffs about to hit employees, home office staff.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial…