UBS logs 91 events in past 30 days; LPL second with 83
Advisor moves hit 1,376 for the period; UBS's 91 events were about 12% of the 742 logged across the 12 busiest firms.
At a glance
UBS logged 91 events in our records over the past 30 days, the most of any firm.
Across the 12 busiest firms, 742 events were logged.
Advisor moves remain the largest single category at 1,376, ahead of 798 deal announcements, 678 deal closings, 503 executive changes and 418 fund launches.
UBS logged 91 events in our records over the past 30 days, the most of any firm. LPL Financial is second at 83. The next ten firms sit between 43 and 71 events, a spread of 28 events.
OpenArc Corporate Advisory led that band at 71. The Retirement Planning Group and Kestra Private Wealth Services follow at 65 each, then RFG Advisory at 63, The Wealth Consulting Group at 62, Raymond James Financial Services at 56, Prime Capital Financial at 54, Harbour Investments at 46, and Ascentis Independent Advisors and Wells Fargo Advisors Financial Network at 43 each.
Across the 12 busiest firms, 742 events were logged. UBS's 91 events work out to about 12% of that total.
Advisor moves remain the largest single category at 1,376, ahead of 798 deal announcements, 678 deal closings, 503 executive changes and 418 fund launches. Team liftouts, at 293, and breakaways, at 65, are far smaller categories. The figures do not identify which platforms the advisors joined.
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Moves