Home Tags Advisor

Tag: advisor

Apella Capital Expands West Coast Presence with Addition of $489 Million...

Apella Capital LLC, a financial advisory and wealth management firm with $1.5 billion in assets, announced that Vestory, a registered investment advisor headquartered in...

XY Planning Nixes Supreme Court Challenge of Reg BI, Plans to...

XY Planning Network (XYPN), a membership organization comprised of more than 1,300 independent fee-for-service financial advisors, will not appeal its 2nd Circuit ruling on...

Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial

SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with a total of $365...

Securities America Recruits Another Credit Union Program from LPL Financial

Securities America, a wealth management firm within Advisor Group’s network, has added USE Credit Union’s investment services program to its financial institutions platform. USECU has...

LPL Recruits Father/Son Duo from Cadaret Grant

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the corporate registered investment advisor...

Lasalle St. Recruits $625 Million Retirement Services Group

LaSalle St., a family of wealth management firms, has recruited Retirement Services Group, a Northbrook, Illinois-based practice specializing in profit sharing and 401(k) plans...

Hightower Invests in $1.3 Billion Stearns Financial Group

Hightower, a registered investment advisor backed by private equity firm Thomas H. Lee Partners, has secured an investment in Stearns Financial Group, a $1.3...

LPL Financial Recruits $375 Million Firm from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Allen Lorenzi, Ira Shapiro and Michael Walker who have teamed up to...

LPL Acquires $1.5 Billion Lucia Securities

LPL Financial, the nation’s largest independent broker-dealer, has closed its acquisition of Lucia Securities, a broker-dealer and registered investment advisor based in San Diego...

Kestra’s Bluespring Hires Industry Veteran as VP of Business Consulting

Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Financial that focuses on acquiring registered investment adviser and wealth management firms, has hired...