LPL Recruits $1.1B Praxis Team From Wells Fargo’s Independent Channel

October 6, 2026

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

$12B Composition Wealth Adds General Counsel/CCO, Head of Advisers

September 22, 2026

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

September 9, 2026

NewEdge Grows Florida Footprint With $3B Wealth Manager Team

September 2, 2026

Savant Wealth Management Adds $542M Firm, Expanding New York Footprint

September 1, 2026

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

August 31, 2026

FINRA Fines Boston Brokerage $125K Over Willful Form CRS Violation

August 26, 2026

LPL Adds $1.6B Conte Wealth Advisors From Cambridge

August 25, 2026

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

August 21, 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

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

August 6, 2026

Hightower Adds $2.5B Stearns Financial Group to Signature Wealth

August 4, 2026

$1.76B Wells Fargo Advisors Team Joins Carson Group

July 29, 2026

LPL Adds $485 Million in Adviser Teams From Cetera, Morgan Stanley

July 24, 2026

NewEdge Wealth Opens Nashville Office With UBS, Morgan Stanley Veteran

July 24, 2026

Ameriprise Recruits $470 Million Advisory Team From Wells Fargo

July 16, 2026

$2.4 Billion HighWater Wealth Team Joins LPL from U.S. Bank

July 15, 2026