3 Ways to Boost New Independent Advisor Productivity in 2026

Published on January 7, 2026

Three ways financial advisors can be more productive in the new year after starting their own independent practice.

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Advisory Teams Jump Between Wirehouses, Benefitting Wells Fargo and Merrill

January 7, 2026
A Long Island-based team managing approximately $1.8 billion in assets is relocating from Merrill to Wells Fargo, while Merrill is acquiring an $800 million team from UBS in Rhode Island.

Raleigh-Area Advisors Launch New RIA EQV Advisory

January 7, 2026
EQV was founded by Rob Ragsdale, a former Balentine partner, Mark Paccione, former CIO of Curi Capital, and private wealth attorney Larry Moye, who previously managed $5 billion in client assets.