&Partners RIA Tops $25 Billion in Client Assets in 18 Months

June 5, 2025

Pair of Capital Group, KKR Public-Private Funds Declared Effective by SEC

April 24, 2025

Capital Group, KKR Register to Launch Pair of Public-Private Fixed Income Funds

October 31, 2024

Mariner to Buy $26 Billion LPL Affiliate

July 20, 2022

The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million

March 4, 2022

Kingswood Recruits Seven Independent Financial Advisors and Practices

January 13, 2022

Hilltop Securities Independent Network Changes Name

February 2, 2021

Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA

September 3, 2020

Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA

February 24, 2020

Private Equity-Backed Wealth Enhancement Group to Buy $990 Million Hybrid

December 27, 2019

Triad Recruits Hybrid RIA from Spire Securities

May 23, 2019

Triad Recruits Former LPL Retirement Group with $10 Billion in Assets Under Administration

January 8, 2019