Cetera pulled two groups from Commonwealth and Raymond James took a team from Wells Fargo on the same Monday. The fight for independent advisors now runs on two fronts.

portfolio · Aug 18LPL's CD guide turns cash into a deliberate allocation

Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney

debt · Aug 18Multifamily lending rebounds 32% as rate calm returns

Moves · Aug 17Raymond James adds $200M Wells Fargo team; Arden Trust names president

Moves · Aug 17UBS pulls three Morgan Stanley teams in one week

Data · Aug 1659 moves, one new office

RIA · Aug 14Breakaway Advisor Merges With Cerity Partners Three Years After Launch

RIA · Aug 14LPL lands $350M veteran duo from Corebridge

Wells Fargo

The IBD talent war opens a wirehouse front

The Morning Brief