RIA Insights Gui Costin, Founder, CEO | March 27, 2023

Second Half of February RIA and Financial Advisor Moves and Acquisitions

Wrapping up February the wire house channel became more active as recruiting picked up. On a...

Entering February we began to see wire house recruiting activity pick up in full force again. On a...

RIA Insights Gui Costin, Founder, CEO | February 17, 2023

The New Year hangover continued into the second half of January as FA movement remained below the...

RIA Insights Gui Costin, Founder, CEO | February 9, 2023

With many traditional recruiting activity channels slowing during December, wirehouse activity...

RIA Insights Gui Costin, Founder, CEO | January 10, 2023

The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...

RIA Insights Gui Costin, Founder, CEO | November 3, 2022

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...

RIA Insights Gui Costin, Founder, CEO | October 26, 2022

The back half of September continued to see a high amount of movement within the wirehouse...