Cerulli: Top 25 Firms Control 93% of the Broker-Dealer Market

October 3, 2024

LPL Financial Fires CEO Dan Arnold ‘for Cause’ Following Investigation

October 2, 2024

LPL Completes Acquisition of $100 Billion-Asset Atria Wealth Solutions

October 2, 2024

Mercer Advisors Acquires Two RIAs With Nearly $1 Billion AUM Combined

October 2, 2024

Commonwealth Adds $600 Million Ex-Lincoln Pair to Its Aegis Affiliate

September 27, 2024

LPL Financial Recruits Firms Serving Greater Than $1 Billion in Assets From Wedbush and Osaic

September 26, 2024

Kingswood Adds Nashville-Based Advisory Firm with $1 Billion in Total Assets

September 26, 2024

CAIS Broadens Offerings from Leading Alts Asset Managers Including Apollo, Ares

September 20, 2024

LPL Adds Ex-Ameriprise Team Serving $650 Million in Assets

September 16, 2024

Ex-BofA Pair With $700 Million in Assets Joins LPL to Launch BrookBridge Private Wealth

September 11, 2024

Kestra Subsidiary Bluespring Wealth Partners Announces Jayaraman as President

September 5, 2024

LPL to Acquire The Investment Center, Serving $9 Billion in Assets

September 4, 2024

Ex-Wells Fargo FiNet Teams Bring Over $900 Million in Assets to LPL

September 4, 2024

Sequoia Financial Group and Accounting Firm Eide Bailly Form Wealth Management Partnership

August 30, 2024

Cetera Financial Adviser Teams Join LPL, Bringing $350 Million in Combined Assets

August 28, 2024

Diversify Advisor Networks Adds Eight Advisers With $440 Million of Assets

August 23, 2024

Former Lincoln Financial Advisers With $4 Billion in Client Assets Join LPL Financial

August 22, 2024

Family-Owned $630 Million Krueger Financial Services Exits Osaic for Commonwealth

August 14, 2024

Software Companies Seek to Advance ‘Wealthtech’ Solutions Offered by Financial Advisers

August 13, 2024

Leon Capital Opens Offerings to Third-Party Investors Via iCapital Partnership

August 7, 2024