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

April 16, 2026

iCapital, Envestnet Expand Partnership to Streamline Alts in UMAs

April 15, 2026

LPL Financial Adds Three Teams, $485M in Assets From Wells, Edward Jones, Osaic

April 13, 2026

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

April 7, 2026

DST.com Joins Concorde Investment Services, Adding DST Marketplace and Adviser Business Development Platform

March 27, 2026

iCapital, BlackRock’s Aladdin Wealth Integrate Platforms for Alternative Investment Workflow

March 26, 2026

Cetera Appoints Former eMoney CEO Ed O’Brien as COO

March 24, 2026

Wyoming Advisers Launch $600M Legacy Ridge With LPL Financial

March 17, 2026

SEC, CFTC Sign Historic Cooperation Pact to Modernize U.S. Financial Markets Oversight

March 11, 2026

Carson Wealth Acquires $245M Nebraska Firm Formerly With LPL

March 11, 2026

Go Store It Self Storage Promotes Chance Nelson to Senior VP of Operations

March 9, 2026

Washington RIA Compass Financial Transitions From Commonwealth to Arkadios Capital

March 5, 2026

Former Commonwealth Adviser With $352M in Client Assets Joins Osaic

March 4, 2026

Carson Group Acquires $635M California RIA Applied Financial Planning

March 2, 2026

Pravati Capital Partners With SEI to Broaden Adviser Access to Litigation Finance

February 25, 2026

Morgan Stanley Cuts EquityZen Fees 50% to 2.5% After Acquisition

February 20, 2026

Blue Owl Technology Finance Corp. Announces 2025 Results, $300M Share Repurchase Program

February 18, 2026

Sponsored: Alliance160 Adds Expertise in Alternative Energy, Infrastructure, Tech Industries

February 18, 2026

Cetera’s Summit Network Adds Ex-Commonwealth Adviser With $170M in AUA

January 29, 2026

Ohio Pair Formerly Serving $2B in Client Assets Join Linsco by LPL Financial

January 27, 2026