6 of the best financial advisor companies: Well-known fiduciary investment firms to consider

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...
InvestmentNews

Along with Commonwealth, add Osaic and UBS to firms that lost a lot of advisors last year

Turns out, plenty of financial advisors from other top firms, including Osaic and UBS, were moving to new firms, seeking greater autonomy and reaping the financial gains of top tier recruiting bonuses ...
Financial Advisor

Raymond James Recruits LPL, Edward Jones Advisors With $328M AUM

Raymond James said a team of three financial advisors from LPL Financial and another from Edward Jones have joined its independent advisor channel, adding $328 million in client assets. Advisors ...

Thinking of Changing Your Financial Advisor? What to Know

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition seamless ...
InvestmentNews

Advisor Moves: LPL adds $180 million team in Boston as Beacon Pointe brings in two acquisitions

The Boston-based team is seeking greater independence by joining LPL, while RIA Beacon Pointe has brought in teams with $645 million in assets.