NewEdge Wealth Aims to Accelerate Growth in Southeast With Managing Director Hires

January 29, 2025

Wintrust Completes Majority of $16B Onboarding to LPL Financial

January 28, 2025

Carson Group Announces Partnership With $365 Million NorCal Team

January 28, 2025

Carson Group Acquires $1B AUM Carson Wealth Chicago

January 23, 2025

Carson Group Brings on $411 Million California-Based Financial Adviser Pair

January 16, 2025

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

January 16, 2025

Kestra Financial Names Head of Wealth Management as Next President

January 13, 2025

Coldstream Combines With Seattle-Based Accounting Firm and RIA to Exceed $11B AUA

January 12, 2025

Carson Group Expands Partnership With Cedar Rapids, Las Vegas Offices

January 7, 2025

Cetera Names New Presidents to Wealth Management and Solutions Divisions

December 23, 2024

Commonwealth Adds Two Former Osaic Firms With Nearly $500 Million in Assets

December 18, 2024

LPL Adds Former Osaic Team With $540 Million in Client Assets

December 17, 2024

Cetera Partners With $6 Billion AUM Philly-Based Credit Union

December 16, 2024

Opto Co-Founder Joins Vise to Lead Expansion of Total Portfolio Solution for RIA Aggregators

December 12, 2024

Sealy Investment Securities Names New Head of Strategic Accounts

December 9, 2024

Kestra Private Wealth Services Adds $427M Ohio-Based Arc Private Wealth

December 9, 2024

Minnesota Firm With $96 Billion in Assets Disaffiliates With LPL

December 9, 2024

LPL Adds Community Service-Oriented Team With $550M in Client Assets

December 9, 2024

Cetera Enters Agreement to Grow Wisconsin-Based Investment Services Program

December 3, 2024

LPL Adds Trio of Adviser Teams Totaling $740 Million in Assets

November 26, 2024