Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in Client Assets

September 2, 2022

Advisor Group’s SagePoint Financial Recruits Team with $203 Million in Client Assets

August 31, 2022

SFA Partners Hires Director of Business Development

August 12, 2022

LPL Financial Hires EVP of Corporate Strategy and New Ventures

August 11, 2022

LPL Financial Reports 2Q22 Results, Decrease in Advisory and Brokerage Assets

August 4, 2022

Captrust to Buy $4 Billion Midwest RIA

July 28, 2022

Carson Group Hires Former LPL Exec as Chief Market Strategist

July 27, 2022

Mariner to Buy $26 Billion LPL Affiliate

July 20, 2022

Welton Hires Senior Managing Director to Lead New Wealth Management Group

July 15, 2022

Sageview Hires Former Goldman Exec as Chief Operating Officer

July 15, 2022

LPL Financial to Buy $5 Billion Firm

July 11, 2022

Wealth Enhancement Group to Buy $574 Million RIA

June 30, 2022

Advisor Group to Buy $40 Billion Independent Broker-Dealer

June 23, 2022

LPL Financial Recruits Ex-Wells Fargo Team

June 21, 2022

Coldstream Hires Former Charles Schwab Director as Chief Revenue Officer

June 17, 2022

LPL Financial Launches New Program to Serve Affluent Market

June 16, 2022

Advisor Group’s SagePoint Adds $800 Million Team

June 8, 2022

Advisor Group to Buy $30 Billion Broker-Dealer

May 20, 2022

Kayne Anderson Hires Former FS Investments Exec to Expand Presence in Wealth Management Channel

May 18, 2022

Cetera Recruits $300 Million Team from Mass Mutual

May 13, 2022