Former Ameriprise/LPL-Affiliated Team Brings $200M in Assets to Cetera

March 20, 2026

Wyoming Advisers Launch $600M Legacy Ridge With LPL Financial

March 17, 2026

NewEdge Advisors’ Pillar Channel Adds $6B Alabama Advisory and Surpasses $14B

March 10, 2026

$1 Billion Ex-Ameriprise Financial Team Affiliates With NewEdge Advisors

February 25, 2026

$750M AUM Ryan Financial Group Joins Cetera Amid Commonwealth-LPL Merger

February 5, 2026

Cetera’s Summit Network Adds Ex-Commonwealth Adviser With $170M in AUA

January 29, 2026

NewEdge Advisors Adds $1.4 Billion-Asset Team From Nashville Area

January 29, 2026

Kestra Financial Appoints Head of Advanced Planning, Announces Tech Partnership

January 21, 2026

Prudential Advisors Adds Former Raymond James Team With $550M-Plus Assets

December 8, 2025

$220 Million Ex-Cetera Team Transitions to Osaic

December 4, 2025

Georgia-Based, $1B-Asset Dempsey Lord Smith Joins Cambridge Broker-Dealer

November 24, 2025

Cetera Adds Ex-Commonwealth Team With More Than $1.1B in AUA

October 7, 2025

Cetera Financial Institutions Adds $2.5 Billion Bank of Hawai’i Broker-Dealer

March 18, 2025

Bank- and Credit Union-Focused Cetera Financial Institutions Adds $691M Kansas City Mainstay

February 11, 2025

Osaic Expands W2 Affiliation Channel With $360 Million Team

February 10, 2025

Report: Succession Plans Loom Large in Adviser Practices

January 22, 2025

LPL Adds Former Osaic Team With $540 Million in Client Assets

December 17, 2024