Cambridge Appoints Cody Phelps as First VP of Strategic Acquisitions

March 3, 2026

Former VALIC Financial Adviser Launches Independent Firm With Osaic OSJ

September 24, 2025

LPL Reports August Highlights, Onboards $400M Team Previously With Edward Jones

September 21, 2025

Cetera Adds Long-Time LPL-Affiliated Team With $380M AUA to Summit Financial

August 6, 2025

Minnesota Firm With $96 Billion in Assets Disaffiliates With LPL

December 9, 2024

Cetera Announces New Partners at Wilde Wealth Management

May 28, 2024

Securities America Nabs $560 Million Hybrid

December 13, 2019

Securities America Launches Super OSJ With Former SA Stone Wealth Management Broker

December 9, 2019

IFP Hires Former Cambridge Exec as New Chief Compliance Officer

July 18, 2019

IFP Officially Launches Independent Broker-Dealer After Terminating LPL Contract

May 23, 2019

FINRA Approves IFP’s Broker-Dealer Application

February 4, 2019

IFP Nabs Financial Backing from Two Partners Ahead of Broker-Dealer Launch

January 23, 2019

IFP Adds Another Executive Ahead of Broker-Dealer Launch

July 19, 2018

NAPA President Named New Head of IFP Plan Advisors

June 28, 2018

RIA with $9.5 Billion AUM Leaving LPL to Launch Broker-Dealer

April 10, 2018