AdvisorHub

AdvisorHub is the first of its kind resource committed to the success and growth of the financial advisor's practice.

AdvisorHub aims to be the financial advisors’ advocate and voice by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum for them to share best practices and growth strategies.

06/03/2025

Sammons Financial Group Companies agreed to buy based Wealthcare from NewSpring: https://www.advisorhub.com/8-bln-pennsylvania-ria-wealthcare-sells-to-insurer/

06/03/2025

based Mercer Global Advisors, which has more than $70B in assets under advisement, has added another $2B with the purchase of Full Sail Capital in Oklahoma City: https://www.advisorhub.com/mercer-buys-2-billion-ria-full-sail-capital-in-oklahoma-city/

06/02/2025

based wealth management rollup Arax Investment Partners has bought a based RIA managing $4B: https://www.advisorhub.com/arax-picks-up-michigan-ria-with-4-billion-in-assets/

06/02/2025

Extending a growing list of departures at UBS Wealth Management USA, four brokers have left for RBC Wealth Management-U.S. and Raymond James & Associates, Inc.: https://www.advisorhub.com/ubs-brokers-producing-6-mln-combined-depart-for-rbc-raymond-james-in-california/

06/02/2025

Morgan Stanley nabs a Merrill Lynch team managing $3.7M in : https://www.advisorhub.com/morgan-stanley-nabs-merrill-team-managing-3-7-million-in-florida/

05/27/2025

Three teams managing $1.4B combined have left UBS Wealth Management for Wells Fargo Advisors, Stifel Financial, and Morgan Stanley: https://www.advisorhub.com/ubs-teams-with-1-4-billion-combined-move-to-wells-fargo-stifel-morgan-stanley/

05/27/2025

Wells Fargo Advisors tweaks threshold for FiNet practices hiring from its employee channel: https://www.advisorhub.com/wells-fargo-tweaks-threshold-for-finet-practices-hiring-from-its-employee-channel/

05/27/2025

A seven-person team led by brothers Wesley and Chad Hunter, CFP®, CIMA® has left RIA Bison Wealth to launch their own advisory firm in the suburb of Lake Mary: https://www.advisorhub.com/583-mln-practice-leaves-bison-wealth-to-launch-florida-ria/

05/22/2025

Lido Advisors, LLC a Los Angeles based RIA managing close to $30B, raised capital from based credit manager HPS Investment Partners, LLC: https://www.advisorhub.com/los-angeles-ria-lido-sells-stake-to-credit-manager-hps/

05/22/2025

A 29-year industry veteran registered with Osaic was fined $10k and suspended for seven months, but the math may have still worked out in his favor: https://www.advisorhub.com/worth-it-broker-fined-suspended-after-accepting-million-dollar-bequest/

05/21/2025

Caprock Group, which manages around $10B for 400 families, has hired Frank Giuliano from LPL Financial to lead M&A and recruiting: https://www.advisorhub.com/caprock-hires-lpl-exec-to-lead-ma-recruiting/

05/21/2025

Stifel Financial Corp. underscored its revived recruiting efforts with a team of Merrill Lynch lifers managing $540M in client assets: https://www.advisorhub.com/merrill-lynch-team-with-540-million-jumps-to-stifel-in-pennsylvania/

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