Recruiting & transitions

4 stories this week 87 in all, from the Advisors desk.

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Recruiting & transitions stories, page 4

Page 4 of 5

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LPL's $1.6B Cambridge win: platform capital is the retention price

Sep 1

Cresset's $4B UBS grab resets the RIA pitch

Sep 1

Cetera's enterprise channel becomes the $1B exit

Sep 1

Altruist's RIA soul faces its real test at renewal

Aug 31

Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

Aug 31

NASAA cuts third-fail retest wait to 60 days

Aug 31

A $35 option on returning to advice

Aug 31

Altruist advisors should audit pricing and product shelf before the Vanguard deal closes

Aug 28

Vanguard's Altruist bet reprices every RIA custody renewal

Aug 27

Vanguard's $4B Altruist bet is really about Hazel

Aug 27

IBD Elite's women-advisor ranking gives breakaway teams a culture benchmark

Aug 26

Vanguard-Altruist deal turns custody independence into an open question

Aug 26

Cresset pulls $4B UBS team, resets breakaway floor

Aug 25

LPL's $1.6B Cambridge grab sets the breakaway benchmark

Aug 24

Goldman's late custody entry: a product, not a platform

Aug 22

Clawback verdict: $5.6 million reminder of the cost of leaving

Aug 19

Edelman's TRO shows an advisor's non-solicit clause followed him to RFG

Aug 19

Abound's $300 Million Move Tests Prospera's 2.5:1 Support Pledge

Aug 19

Cetera's fifth channel puts every independence option under one roof

Aug 18

Cetera unites Avantax, TRPG under one $19B RIA

Aug 18

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Recruiting & transitions

Recruiting & transitions stories, page 4

Page 4 of 5

LPL's $1.6B Cambridge win: platform capital is the retention price

Cresset's $4B UBS grab resets the RIA pitch

Cetera's enterprise channel becomes the $1B exit

Altruist's RIA soul faces its real test at renewal

Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

NASAA cuts third-fail retest wait to 60 days

A $35 option on returning to advice

Altruist advisors should audit pricing and product shelf before the Vanguard deal closes

Vanguard's Altruist bet reprices every RIA custody renewal

Vanguard's $4B Altruist bet is really about Hazel

IBD Elite's women-advisor ranking gives breakaway teams a culture benchmark

Vanguard-Altruist deal turns custody independence into an open question

Cresset pulls $4B UBS team, resets breakaway floor

LPL's $1.6B Cambridge grab sets the breakaway benchmark

Goldman's late custody entry: a product, not a platform

Clawback verdict: $5.6 million reminder of the cost of leaving

Edelman's TRO shows an advisor's non-solicit clause followed him to RFG

Abound's $300 Million Move Tests Prospera's 2.5:1 Support Pledge

Cetera's fifth channel puts every independence option under one roof

Cetera unites Avantax, TRPG under one $19B RIA