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

March 20, 2026

The Finance Couple Joins Osaic From LPL Through Innovative Financial Group With $204 Million in Client Assets

March 19, 2026

Former Commonwealth Adviser With $352M in Client Assets Joins Osaic

March 4, 2026

Osaic’s $1.2 Billion Bard Financial Deepens Partnership With Transition to W-2 Model

February 24, 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

Osaic’s $1.1B Veater Financial Group Joins Empowered Independence Channel

December 18, 2025

Creative Planning Caps Acquisition Spree With Nearly $2B in Added AUM

December 10, 2025

Kestra Private Wealth Services Adds Arizona RIA With $866 Million in Assets

October 27, 2025

VestGen Adds Six Advisory Practices Representing $1.5B in Client Assets

October 12, 2025

VestGen Onboards Six Advisory Teams With $1.5B in Client Assets

October 9, 2025

MAI Capital, Evoke Advisors Combine RIAs to Manage $60M in Assets

August 27, 2025

VestGen Wealth Partners Adds Industry Veteran Bob Hostetter as CIO

August 14, 2025

Commonwealth Adds $430M Independent Adviser Team, Formerly With Osaic

June 24, 2025

Cerulli: Affluent Investors Favor Fee-Based Planning but Some Still OK With Commission Models

May 29, 2025

Clear Financial Partners Founder Joins Cetera With $235M in AUA

March 4, 2025

LPL Financial Adds Former Ameriprise Advisers With $345 Million in Assets

February 6, 2025

LPL Onboards Former Osaic Team Serving $600M in Client Assets

February 3, 2025

LPL Financial Lures $1 Billion SoCal Team From Osaic

January 29, 2025

Ex-Raymond James Firm With $287 Million in Client Assets Joins Cetera

January 29, 2025