The firms the industry press wrote about most this week, ranked by number of stories.
| 01 | Raymond James
|
11 stories |
| 02 | SEC
|
9 stories |
| 03 | UBS
|
9 stories |
| 04 | LPL Financial
|
9 stories |
| 05 | Schwab
|
9 stories |
| 06 | Osaic
|
6 stories |
| 07 | Morgan Stanley
|
5 stories |
| 08 | Edward Jones
|
5 stories |
| 09 | Hightower
|
5 stories |
| 10 | Creative Planning
|
5 stories |
THIS WEEK FROM THE NEWSROOM
Wes Climer, LPL-affiliated Republican, wins South Carolina House race
InvestmentNews reported that Wes Climer, a Republican who is affiliated with LPL Financial, has been elected to the U.S. House, and that an LPL campus sits in his new district.
Nora Kessler, Practice & Technology Correspondent
Oxford Financial adds former Goldman wealth adviser Eric Lipkind in New York
Eric D. Lipkind, formerly a private wealth advisor at Goldman Sachs in New York, has joined Oxford Financial Group as a managing director in its New York market.
Grant Whitmore, Moves Correspondent
Raymond James adds three-advisor KKM Wealth team from PNC Private Bank
Raymond James has added a three-advisor team that previously managed more than $1.5 billion in client assets at PNC Private Bank, according to WealthManagement.com.
Grant Whitmore, Moves Correspondent
Tech-focused BKFi acquires San Diego team Wealth With Options
Brooklyn-based BKFi has made its first acquisition, bringing in a San Diego advisory team with about $225 million in assets that serves technology professionals with equity compensation.
Vivian Cole, Deals Correspondent
Metzger from Citizens to oversee Osaic's Empowered Independence channel
Osaic has named Tom Metzger, who most recently led Citizens' private wealth unit, to oversee its Empowered Independence channel, which AdvisorHub says holds $25 billion in assets.
Nora Kessler, Practice & Technology Correspondent