Moves
Raymond James lands $18.7B Synovus team as LPL adds UBS breakaways
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
Summary as published by InvestmentNews
More on Raymond James
Raymond James hub →Financial Planning · Nov 12, 5:26 PM ET
Raymond James CEO: Tech, not the biggest check, wins recruitsWealthManagement.com · Nov 12, 1:53 PM ET
Raymond James Adds $18.7B to Financial Institutions ChannelCitywire RIA · Nov 12, 5:11 AM ET
19-person team leaves Osaic to form New York RIA with RayJayAdvisorHub · Nov 12, 3:54 AM ET
Raymond James CEO Cites Fees, Advisor Pay As Options If Cash Sweep Revenue Falls
More on LPL Financial
LPL Financial hub →AdvisorHub · Nov 12, 7:15 AM ET
LPL Lands $480M UBS Team in New JerseyInvestmentNews · Nov 12, 6:30 AM ET
Edward Jones advisor launches SteadRock Private Wealth on LPL platformInvestmentNews · Nov 11, 6:31 AM ET
LPL lands two Ohio practices managing $1.15B from CeteraFinancial Advisor IQ · Nov 10, 11:00 AM ET
LPL Adds FA Teams from Cetera with $1.15B Combined
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