Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction to Date

September 15, 2021

LPL Financial Recruits Another Texas-Based Team

September 13, 2021

Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice

September 7, 2021

LPL Financial Recruits $625 Million Texas-Based Team

September 2, 2021

Regulatory Overreach – Pushing Back Against the SEC and FINRA

September 1, 2021

Lasalle St. Recruits $100 Million Husband-and-Wife Advisor Team from Cetera

August 27, 2021

LPL Managing Director and Chief Investment Officer to Retire in Early 2022

August 24, 2021

CIM Income NAV Declares Monthly NAV Per Share

August 23, 2021

Former Oppenheimer Team Launches New Practice with LPL

August 19, 2021

Former Merrill Lynch Adviser Sentenced to Prison for Defrauding Clients

August 18, 2021

Pacific Oak Capital Markets Hires Senior Regional Vice President to Lead Sales in Ohio Valley

August 17, 2021

Wealth Enhancement Group to Buy Miami-Based RIA with $1.1 Billion in Client Assets

August 13, 2021

LPL Financial Recruits Former Wells Fargo Team

August 12, 2021

CI Financial to Buy $3.4 Billion Ohio-Based Registered Investment Advisor

August 11, 2021

Securities America Recruits Advisors with $376 Million, Advisor Group Provides AUM Update

August 10, 2021

Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets

August 6, 2021

Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA

August 5, 2021

Non-Traded NAV REITs Post Highest Quarterly Return in Five Years

August 3, 2021

iCapital Completes Latest Round of Fundraising

August 2, 2021

LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21

July 30, 2021