Follow The Money (Again): What 5 More Recent Moves Tell Us About Transitions In 2025
When we last looked at recent advisor transitions, we saw strong signals that the market for moves was heating up. Fast forward a few months, and things have changed—but not necessarily slowed. Volatile markets, Liberation Day’s tariff shockwaves, and rising geopolitical tensions have all created a more complex backdrop for advisors. And yet, top-producing teams […]
Time to Hit Pause: Why Commonwealth Advisors Should Step Back
The LPL–Commonwealth deal has set off a full-blown feeding frenzy across the industry. Commonwealth’s nearly 2,900 advisors — long known for high client satisfaction and strong independence — are suddenly the most in-demand professionals in wealth management. And everyone is calling. LPL is offering retention bonuses reportedly around 50 basis points of assets in hopes […]
Why the Best Advisors Focus on “Yards After the Catch”
In football, some of the most electrifying plays don’t happen at the moment the ball is caught — they happen after the catch. That extra burst of speed, the vision to find open space, and the ability to break tackles lead to big gains. This is captured in a stat known as Yards After Catch […]
Does Your Practice Need a Torpedo Bat?
What if one small change could unlock outsized performance? Major League Baseball is asking that question right now, thanks to a quirky new innovation called the torpedo bat. First adopted by the Yankees and now catching on across the league, these bats look a bit off—shorter barrel, mass redistributed, physics-forward design—but the results are undeniable: […]
[Updated 3/31: LPL Acquires Commonwealth] Why Advisors Should Think Twice Before Going Along for the Ride
Update: The deal is done. LPL Financial has officially announced its acquisition of Commonwealth Financial Network, confirming the speculation that’s been swirling throughout the industry over the past week. With this move, LPL adds over 2,300 advisors and $344 billion in client assets to its already massive platform—and shakes up the independent broker-dealer space in […]
Follow the Money: 5 Recent Moves and the Lessons Behind Them
Over the past month, more than $3.7 billion in client assets and millions in annual revenue have moved between firms. From Alaska to California, and from traditional wirehouses to independent models, the pace and scale of these transitions reveal where the industry is heading—and what matters most to advisors right now. Let’s break down five […]
What Financial Advisors Can Learn from Earl Weaver
Baseball season is back next week, and with it comes the kind of spring optimism that pairs nicely with a good strategy—and a good story. Enter Earl Weaver: Baseball’s Relentless Genius by John W. Miller, a new biography that just cracked the New York Times Best Sellers list. Weaver, the fiery Hall of Fame manager […]
Would You Switch Firms in This Market?
A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets experiencing increased volatility, the timing of a move can […]
DOGE Digging: Uncovering The Hidden Cost Of Your BD Relationship
Love it or hate it, DOGE (the Department of Government Efficiency) is a disruptor, and its core mission of slashing unnecessary government spending might just spur some similar investigations by financial advisors everywhere. If DOGE can shake up federal budgeting, what dusty corners of your own financial arrangements could use a fresh look? Let’s be […]