Dual Registration Hits Majority Among FINRA Reps in 2026 Snapshot

June 1, 2026

Cambridge Broker-Dealer Acquires $800 Million WealthPlanners

March 26, 2026

Kestra’s Bluespring Affiliate Reports $1.3B in Assets After Florida RIA Merger

March 11, 2026

Osaic’s $1.2 Billion Bard Financial Deepens Partnership With Transition to W-2 Model

February 24, 2026

Cambridge Takes Minority Stake in AmeriFlex to Boost Succession Planning Platform

January 6, 2026

Osaic’s $1.1B Veater Financial Group Joins Empowered Independence Channel

December 18, 2025

LPL Adds $280M Alabama Firm, Formerly With Raymond James

October 23, 2025

Carson Group Launches Private Client Services to Enhance HNW Client Experience

August 12, 2025

Osaic Takes Majority Interest in $700M Succession Planning-Focused Firm

July 23, 2025

$12 Billion AmeriFlex Hybrid RIA Joins Cambridge From Osaic

June 28, 2025

Carson Group Announces Partnership With $365 Million NorCal Team

January 28, 2025

Cetera Announces New Partners at Wilde Wealth Management

May 28, 2024

SkyView Launches Digital Platform for Wealth Management M&A and Financing

October 15, 2019

Cetera Forms New Board of Directors

October 12, 2018

Cetera Financial Launches Advisor Alignment Program

October 8, 2018