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

July 30, 2021

CIM Income NAV Declares Monthly NAV Per Share

July 28, 2021

LPL Financial Recruits Former Cetera Team

July 23, 2021

Gideon Affiliates with The Leaders Group, Appoints Partner and Head of Family Office Group

July 22, 2021

Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client Assets

July 19, 2021

LPL Financial Adds Former Ameriprise Team

July 13, 2021

Wealth Enhancement Group Buys Los Angeles-Based RIA in Second SoCal Acquisition

July 12, 2021

Advisor Group Hires Former RBC Executive as EVP of Business Development

July 9, 2021

Hartman Hires Vice President of Institutional Sales

July 8, 2021

Former Wells Fargo Advisors Launch Independent Practice with LPL

July 1, 2021

CI Financial Enters Pennsylvania with $2.6 Billion RIA Acquisition

June 30, 2021

iCapital Network Hires Chief Investment Strategist

June 29, 2021

Crown Capital Securities to Pay $1.6 Million to Settle SEC Charges

June 28, 2021

Lasalle St. Recruits Philadelphia-Area Investment Advisory Practice

June 28, 2021

Pacific Oak Capital Markets Hires Senior Regional Vice President

June 25, 2021

LPL Financial Recruits 30-Member OSJ Formerly with Voya

June 25, 2021

Hartman Hires President of Capital Markets

June 23, 2021

Former Wirehouse Team Launches Independent Practice with LPL Financial

June 22, 2021

CIM Income NAV Updates Monthly NAV Per Share

June 18, 2021

Wealth Enhancement Group Buys Hybrid RIA with $446 Million in Client Assets

June 18, 2021