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.

07/07/2025

A former Merrill Lynch broker is accused of stealing nearly $2.6M from ex Miami Dolphins star: https://www.advisorhub.com/former-merrill-broker-stole-nearly-2-6-mln-from-ex-miami-dolphins-star-police-say/

07/07/2025

UBS Wealth Management USA wants to toss a Million-dollar arbitration award in favor of an broker who claimed he was wrongfully terminated and discriminated against: https://www.advisorhub.com/ubs-seeks-to-toss-million-dollar-award-to-fired-idaho-broker/

07/03/2025

Stifel Financial Corp. has settled another claim tied to an embattled broker’s structured note strategy, this time for $13.5M: https://www.advisorhub.com/stifel-pays-13-5-million-to-settle-another-case-tied-to-star-miami-broker/

07/03/2025

A pair of advisors left Commonwealth Financial Network to create their own independent RIA in , Odyssey Group Wealth Advisors: https://www.advisorhub.com/pennsylvania-duo-managing-316-mln-leaves-commonwealth-to-launch-ria/

07/02/2025

The results of Edward Jones' campaign to target upper-echelon clients appears to be paying off as more of its brokers are reaching million-dollar producer status: https://www.advisorhub.com/edward-jones-grows-ranks-of-high-end-producers-amid-push-upmarket/

07/02/2025

RBC Wealth Management-U.S. landed two teams from Janney Montgomery Scott LLC that managed $570M in combined assets in : https://www.advisorhub.com/rbc-lands-two-teams-from-janney-with-570-million-combined-in-tennessee/

07/02/2025

FINRA has suspended a former LPL Financial broker in New Hampshire for eight months and fined him $5k for circumventing firm rules on beneficiaries: https://www.advisorhub.com/finra-sanctions-ex-lpl-broker-who-named-family-as-beneficiaries-on-client-accounts/

07/02/2025

Mercer Global Advisors, a based RIA overseeing around $72B in client assets, has added another $1.1B with the purchase of O'Brien Wealth Partners LLC: https://www.advisorhub.com/mercer-buys-boston-area-ria-managing-1-1-billion/

07/02/2025

Wells Fargo Advisors scooped up a based team producing $2.4M in annual revenue and managing $454M in client assets from Morgan Stanley: https://www.advisorhub.com/windy-city-win-wells-fargo-snags-2-4-million-morgan-stanley-team/

07/02/2025

based Carson Group has bought another affiliated practice, based Jacob William Advisory, which manages around $300M in client assets: https://www.advisorhub.com/carson-buys-out-another-affiliate-adds-300-mln-ria-in-maryland/

07/01/2025

A former Merrill Lynch and Hilltop Securities broker who stole nearly $3M from his clients over a nine-year period has reached a settlement in a civil case brought by the SEC: https://www.advisorhub.com/ex-merrill-hilltop-broker-charged-with-stealing-2-9-mln-for-fake-fund/

07/01/2025

A team managing $225M in assets has left Edward Jones to join independent broker-dealer Sanctuary Wealth in Elk City, : https://www.advisorhub.com/sanctuary-adds-225-mln-oklahoma-team-from-edward-jones/

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