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

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