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Home Financial Planning

Raymond James wins $2.7B client from LPL Financial

by TheAdviserMagazine
4 months ago
in Financial Planning
Reading Time: 1 min read
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Raymond James wins .7B client from LPL Financial
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Raymond James landed a big one this week with a financial firm moving its $2.7 billion AUM wealth business over from LPL Financial.

But LPL wasn’t only on the losing end. It picked up teams from longtime rivals Ameriprise and Cetera in its own notable recruiting deals. And Stifel revved up its recruiting engines with a group pulled from Merrill. Check out the details below.



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Tags: 2.7BclientfinancialJamesLPLRaymondWins
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