Sound Income Strategies RIA Reports 32% Increase to AUM

January 28, 2025

LPL Adds $1.3 Billion Jersey Family Office, Formerly With UBS

January 27, 2025

Former UBS Financial Adviser Joins LPL’s Employee Adviser Channel

January 27, 2025

Kestra Financial Names Head of Wealth Management as Next President

January 13, 2025

Linsco by LPL Financial Adds Adviser Serving $280 Million in Assets

January 6, 2025

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

December 17, 2024

Cetera Enters Agreement to Grow Wisconsin-Based Investment Services Program

December 3, 2024

Florida-Based Credit Union With $2.8 Billion-Plus in Client Assets Joins Cetera Network

November 15, 2024

LPL Affiliate Lands Pair of Advisers Serving $540 Million in Client Assets

November 14, 2024

Ex-Osaic Adviser With $410 Million in Assets Joins LPL Financial

November 13, 2024

LPL Adds Former Cambridge Team With $205 Million in Assets

November 5, 2024

Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry

November 5, 2024

LPL Lures Ex-Osaic, Cincinnati Team Serving $800 Million in Assets

October 24, 2024

Prospera Financial Services Lures $650 Million Team Based in Memphis

October 7, 2024

Cetera Adds Pair of RIAs With More Than $234 Million AUA

July 2, 2024

Captrust Financial Advisors Acquires $1.1 Billion RIA in Washington

December 11, 2023

Commonwealth Financial Expands Model Portfolio Platform

December 7, 2023

Perigon Wealth Management Acquires Nevada RIA with $275 Million AUM

November 30, 2023

Commonwealth Recruits Former Lincoln Investment Team with $3 Billion AUM

November 29, 2023

Cetera Completes Acquisition of Avantax

November 28, 2023