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

LPL Financial Adds $110 Million Team to Platform

April 7, 2021

Beacon Pointe Buys $1 Billion Texas-Based RIA

April 2, 2021

Advisor Group’s SagePoint Recruits Solo Practice from LPL

March 31, 2021

Captrust Names Head of Wealth Management Group, Reports Record Growth for 2020

March 31, 2021