Browsing: breakaway

Wirehouse retention bonuses no longer match what RIAs offer. Inside the 2026 lift-out economics: equity, time-to-vest, and why wirehouses are losing the math.

LPL Financial agreed to buy Mariner Advisor Network: 367 advisors, $31B AUM. Inside the deal reshaping the independent broker-dealer landscape.

A $1.3B trio left Focus Partners to launch under Mariner Independent. Inside the equity-versus-W-2 tension reshaping where breakaway advisors land in 2026.

Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.

April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View — $7B+ moved. What it signals for wealth management.