BFG 金融公司从英联邦获得150万加元的顾问团队,扩大到北卡罗来纳州。 BFG Financial acquires $150M advisor team from Commonwealth, expanding into North Carolina.

巴尔的摩财富公司BFG Financial Financial公司从英联邦金融网络获得一个1.5亿美元的顾问团队,该团队扩展到北卡罗来纳州,并标志着其首次这样的行动。 BFG Financial, a Baltimore wealth firm, has acquired a $150 million advisor team from Commonwealth Financial Network, expanding into North Carolina and marking its first such move. 迪奥(Chip Roe)和杰森·哈蒙(Jason Harmon)正在BFG旗下的Kestra附属公司返回,因为Roe需要制定继任计划。 The duo, Chip Roe and Jason Harmon, are returning to Kestra-affiliated firms under BFG’s banner, driven by Roe’s need for a succession plan. BFG的目标是每12至24个月通过战略收购实现增长,优先考虑文化适应和财政实力。 BFG aims to grow through strategic acquisitions every 12 to 24 months, prioritizing cultural fit and financial strength. 同时 Raymond James雇佣了一支前英联邦团队 管理着4.2亿美元 Meanwhile, Raymond James hired a former Commonwealth team managing $420 million. 在另外的新闻报道中,高塔顾问称Bob Lavigne为首席督察干事,这是新成立的角色,是其扩大领导能力的一部分。 In separate news, Hightower Advisors named Bob Lavigne as chief compliance officer, a newly created role, as part of its leadership expansion. 财富堆播客2026年展望强调人工智能在咨询工作流程中的作用日益增长,代理人工智能和人工智能操作系统成为关键趋势,尽管数据碎片化和网络安全威胁仍然是挑战. The WealthStack Podcast’s 2026 outlook highlights AI’s growing role in advisory workflows, with agentic AI and AI operating systems emerging as key trends, though fragmented data and cybersecurity threats remain challenges.