Coldstream to Merge with $463 Million Wealth Management Firm

September 23, 2021

CI Financial to Buy $5.2 Billion Silicon Valley Wealth Manager

September 21, 2021

Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction to Date

September 15, 2021

LPL Financial Recruits Another Texas-Based Team

September 13, 2021

Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice

September 7, 2021

LPL Financial Recruits $625 Million Texas-Based Team

September 2, 2021

Lasalle St. Recruits $100 Million Husband-and-Wife Advisor Team from Cetera

August 27, 2021

LPL Managing Director and Chief Investment Officer to Retire in Early 2022

August 24, 2021

Former Oppenheimer Team Launches New Practice with LPL

August 19, 2021

Wealth Enhancement Group to Buy Miami-Based RIA with $1.1 Billion in Client Assets

August 13, 2021

LPL Financial Recruits Former Wells Fargo Team

August 12, 2021

CI Financial to Buy $3.4 Billion Ohio-Based Registered Investment Advisor

August 11, 2021

Securities America Recruits Advisors with $376 Million, Advisor Group Provides AUM Update

August 10, 2021

Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets

August 6, 2021

Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA

August 5, 2021

LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21

July 30, 2021

Royal Alliance Super-OSJ Acquires $4.5 Billion Firm

July 30, 2021

LPL Financial Recruits Former Cetera Team

July 23, 2021

Gideon Affiliates with The Leaders Group, Appoints Partner and Head of Family Office Group

July 22, 2021

Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client Assets

July 19, 2021