Kestra Financial Adds $550M Texas-Based Ecclesiastes Wealth Partners

September 29, 2026

LPL Adds $1B Northwestern Mutual Duo, $385M Wells Fargo Team

September 24, 2026

CAIS Adds Seven to Advisory Council as Platform Assets Climb 55%

September 23, 2026

SmartStop Adds Strategic Storage Trust X to iCapital Marketplace

September 18, 2026

Sponsored: Beyond the Tax Benefits – Purified Resource Partners’ Approach to Oil and Gas Alts

September 18, 2026

Privacore Capital Hires Future Standard’s Presutti to Lead U.S. Sales

September 15, 2026

Advisers Rank Alts Access Third in Reasons for Joining a Firm, Says Cerulli

September 9, 2026

LPL Financial Adds Two Adviser Teams Managing a Combined $625M AUM

September 9, 2026

Calif.-Based OSJ Joins Cetera, Brings $2.1B and 40 Advisers From LPL

August 31, 2026

LPL Adds Two Ex-Edward Jones Adviser Teams With $350M in Combined Assets

August 21, 2026

Apollo, Blackstone, KKR Among Nearly 40 Managers Adding Strategies on CAIS

August 19, 2026

Cetera Adds $420 Million Durham, N.C., Team as Commonwealth Attrition Continues

August 13, 2026

LPL Alts Platform Reaches Nearly 110 Strategies; Firm Adds $350M Tampa Team

August 12, 2026

Cambridge Recruits 189 Advisers, $6.8B in Assets in First Half 2026

August 11, 2026

iCapital: Advisers Grow Bullish on Alternatives Even as Economic Outlook Cools

August 11, 2026

NexEnergy Adds Geology VP in Second Senior Hire Since June Launch

August 6, 2026

LPL Adds Cetera, Morgan Stanley Teams With $700M in Client Assets

August 6, 2026

LPL’s Adviser Recruiting Rebounds as Q2 Net Income Jumps 39%

August 5, 2026

LPL Unveils AI-Powered ‘Latitude’ Tech Platform, Citing Nearly $2B in Investment

July 29, 2026

LPL Adds Advisers With $1.1 Billion From Buell, J.P. Morgan

July 17, 2026