Advisor Group’s Triad Advisors Recruits Father-Son Duo

May 12, 2021

CI Financial to Acquire $5.1 Billion RIA, Its Second Largest to Date

May 11, 2021

LPL Financial Recruits Financial Advisor from FSC Securities

May 7, 2021

Cetera Recruits $2.4 Billion Texas-Based Team

May 6, 2021

Coldstream and Paracle Advisors to Merge, Creating $5.7 Billion RIA

May 5, 2021

LPL Financial Reports Record-Breaking Quarter, Closes Waddell & Reed Acquisition

May 3, 2021

 Advisor Group’s Woodbury Financial Recruits $257 Million Team

April 30, 2021

Atria’s Cadaret Grant Recruits $2 Billion OSJ

April 29, 2021

LPL Financial Recruits Financial Advisor with $400 Million in Client Assets

April 29, 2021

Wealth Enhancement Group to Buy $1.6 Billion California RIA

April 28, 2021

Beacon Pointe Buys Another Texas-Based RIA

April 22, 2021

Advisor Group’s Triad Recruits Two Pennsylvania-Based Wealth Management Practices

April 21, 2021

LPL Financial Recruits Team from Advisor Group’s Royal Alliance

April 20, 2021

LPL Financial Recruits Team with $800 Million in Client Assets

April 15, 2021

Cetera Recruits $340 Million Team from LPL Financial

April 14, 2021

CI Financial Appoints New Chief Financial Officer

April 13, 2021

LPL Financial Recruits Former Concorde Duo

April 12, 2021

Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion

April 12, 2021

Advisor Group’s SagePoint Recruits $583 Million Team

April 9, 2021

H. Beck Rebrands and Changes Name

April 8, 2021