Kestra Financial Adds $550M Texas-Based Ecclesiastes Wealth Partners

September 29, 2026

Cambridge Recruits 189 Advisers, $6.8B in Assets in First Half 2026

August 11, 2026

Cambridge Recruits 189 Advisers, $6.8B in Assets in First Half 2026

July 11, 2026

Ex-Merrill Lynch Adviser Launches Valen Private Capital Via Sanctuary Wealth Platform

June 5, 2026

LPL Recruits $1.7B in Adviser Team Assets From Kestra, Northwestern Mutual

May 26, 2026

Telos Private Wealth Moves $300 Million to Hybrid B-D Arkadios Capital

May 19, 2026

Arkadios Names Ex-Truist Exec Michael Childs to Helm Private Wealth Platform

May 5, 2026

Long Island-Based $1.5B Firm Transitions to Osaic’s W-2 Channel

May 1, 2026

Osaic Adds $500M N.H. Firm to W-2 Empowered Independence Channel

April 22, 2026

LPL Independent Advisor Network Adds Texas Firm With $235M in Client Assets

April 16, 2026

Prudential Adds Pair of Advisers With Combined $300M in Client Assets

April 7, 2026

Cambridge Broker-Dealer Acquires $800 Million WealthPlanners

March 26, 2026

Former Ameriprise/LPL-Affiliated Team Brings $200M in Assets to Cetera

March 20, 2026

Osaic Names Ex-Raymond James Exec Shannon Reid as President

December 16, 2025

Redefining Independence: How Hybrid BD-RIA Models Empower Today’s Financial Advisers

December 7, 2025

LPL-Affiliated Genesis Wealth Adds $2.5 Billion in AUM Through Bank Adviser Recruiting

November 18, 2025

Diversify Recruits $650 Million Harding Financial Adviser Team Out of Boston

November 17, 2025

Arkadios Capital Adds $700M Team Formerly With Commonwealth Financial

November 13, 2025

Kestra Private Wealth Services Adds Arizona RIA With $866 Million in Assets

October 27, 2025

Osaic Adds $453M Oregon Team From Ameriprise as Florida Group Joins Ameriprise From Wells Fargo

October 8, 2025