Recruiting & transitions

14 stories this week 107 in all, from the Advisors desk.

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Recruiting & transitions stories, page 2

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State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

Oct 13

Eight Raymond James brokers register $1.4B RIA, keep custody at firm

Oct 13

Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says

Oct 13

Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore

Oct 12

BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos

Oct 9

Fidelity plans $100 million RIA custody minimum with June 2027 deadline

Oct 9

Diamond report puts employee-model recruiting packages at up to 425% of revenue

Oct 9

Advisors under Fidelity's $100 million custody minimum face months of repapering

Oct 9

Goldman COO John Waldron could become chief executive in January, RIABiz says

Oct 8

Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet

Oct 8

Wirehouses shed a net 517 experienced advisors in the first half of 2026

Oct 8

Four Raymond James practices move more than $1B to Ascentis, keep Raymond James custody

Oct 8

Big four wirehouses lost a net 517 experienced advisors in first half of 2026

Oct 8

XYPN registration pipeline hits 110 firms as rollup advisors join

Oct 7

Fidelity says a few hundred advisory firms face its $100 million custody cutoff

Oct 7

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

Oct 7

Fidelity gives RIAs under $100 million until June 2027 to leave custody

Oct 7

Small RIAs weigh joining a network to clear Fidelity's $100 million minimum

Oct 6

LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network

Oct 6

Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026

Oct 6

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Recruiting & transitions

Recruiting & transitions stories, page 2

Page 2 of 6

State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

Eight Raymond James brokers register $1.4B RIA, keep custody at firm

Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says

Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore

BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos

Fidelity plans $100 million RIA custody minimum with June 2027 deadline

Diamond report puts employee-model recruiting packages at up to 425% of revenue

Advisors under Fidelity's $100 million custody minimum face months of repapering

Goldman COO John Waldron could become chief executive in January, RIABiz says

Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet

Wirehouses shed a net 517 experienced advisors in the first half of 2026

Four Raymond James practices move more than $1B to Ascentis, keep Raymond James custody

Big four wirehouses lost a net 517 experienced advisors in first half of 2026

XYPN registration pipeline hits 110 firms as rollup advisors join

Fidelity says a few hundred advisory firms face its $100 million custody cutoff

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

Fidelity gives RIAs under $100 million until June 2027 to leave custody

Small RIAs weigh joining a network to clear Fidelity's $100 million minimum

LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network

Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026