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Category Archives: Article: News

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$1.2-Billion Team Flees Raymond James For Greater Opportunity

Article: News, Article: RecruitingBy TGGOctober 22, 2025

Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility

Merchant The Quiet Force Behind the Industry’s Fastest Growing RIAs

Article: News, Article: RecruitingBy TGGOctober 22, 2025

It’s not one of the flashy roll-ups or consolidators that dominate headlines in industry trades, but Merchant Investment Management has quickly and quietly become one of the most exciting growth stories in wealth management.

Why are Wirehouses Increasing Comp Plans to Retain Advisors?

Article: News, Article: RecruitingBy TGGOctober 7, 2025

Three of the four wirehouses have rushed out their compensation plans early this year. Typically, firms don’t announce early unless you have good news, and for the most part, they wanted to…

Firms Weaponize Heightened Supervision to Shackle Big Producers

Article: News, Article: RecruitingBy TGGOctober 3, 2025

Advisors at big firms are increasingly finding themselves in the worst kind of limbo: heightened supervision. They don’t have the privileges of full-time employees, but they can’t leave.

Mega Breakaway: $129B Merrill Team Leaves to Launch Atlanta RIA

Article: News, Article: RecruitingBy TGGOctober 1, 2025

In what may be the biggest breakaway deal on record, a 50-advisor team managing around $129 billion in assets has left Merrill Lynch to start their own RIA in Atlanta.

The New New Thing: Supported Independence for Breakaways

Article: News, Article: RecruitingBy TGGSeptember 8, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

Move of the Month: Morgan Stanley Loses $12-Mln Team to FiNet

Article: News, Article: RecruitingBy TGGSeptember 2, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

Merchant: The Quiet Force Behind the Industry’s Fastest-Growing RIAs

Article: News, Article: RecruitingBy TGGAugust 18, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

Why Billion-Dollar Teams Are Flocking to FiNet

Article: News, Article: RecruitingBy TGGAugust 13, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

The Equity Factor: Why Big Teams Keep Breaking Up With Wall Street

Article: News, Article: RecruitingBy TGGAugust 7, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

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