Cambridge Appoints Cody Phelps as First VP of Strategic Acquisitions

March 3, 2026

Carson Group Acquires $635M California RIA Applied Financial Planning

March 2, 2026

$1 Billion Ex-Ameriprise Financial Team Affiliates With NewEdge Advisors

February 25, 2026

Concorde Investment Services Adds KOA Financial Group to Broker-Dealer Platform

February 25, 2026

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

February 24, 2026

AI Disruption Risk Concentrated in Non-Traded BDC Portfolios, Stanger Says

February 16, 2026

Reszi Appoints Bill Boscow as Director of Capital Markets

February 12, 2026

iCapital to Acquire Passthrough, an Investor Onboarding, Compliance Platform

February 11, 2026

Kestra’s Bluespring Adds $2.3B SHP Financial to Growing RIA Platform

February 10, 2026

Arete Wealth Promotes Levine to CEO in Broader Executive Leadership Shift

February 8, 2026

$750M AUM Ryan Financial Group Joins Cetera Amid Commonwealth-LPL Merger

February 5, 2026

Prospera Financial Services Names Paul Keeton Chief Investment Officer

February 4, 2026

Georgia Investment Adviser to Pay $13M Following SEC Elder Fraud Charges

February 4, 2026

Concorde Adds Financial Adviser Ashley Romiti to Broker-Dealer Platform

February 2, 2026

LPL Posts Record Assets, Growth Despite Full-Year Net Income Decline

January 29, 2026

Cetera’s Summit Network Adds Ex-Commonwealth Adviser With $170M in AUA

January 29, 2026

NewEdge Advisors Adds $1.4 Billion-Asset Team From Nashville Area

January 29, 2026

Kestra’s Bluespring Expands Pittsburgh Footprint With $600M Coghill Acquisition

January 28, 2026

Ohio Pair Formerly Serving $2B in Client Assets Join Linsco by LPL Financial

January 27, 2026

Concorde Investment Services Adds G3 Capital to Broker-Dealer Platform

January 27, 2026