Solomon Tobal moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.
Raymond James promoted Doug Brigman and Michelle Lynch as advisor support became central to recruiting, succession, fee-based growth and practice scale.
Raymond James added $863M from RBC, Wells Fargo and Thrivent in three days, using different channels to attract three very different practices.
Osaic won Providence Wealth Planning from LPL while LPL added Coastal Wealth from Osaic, revealing how practice design drives advisor moves.