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LPL Financial Recruits Former Kestra Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Florida-based FDR Financial Group Inc. to its broker-dealer and corporate RIA platforms, leveraging LPL...

Hightower Completes Largest RIA Purchase in 12-Year History

Hightower, a registered investment advisor, has purchased Bel Air Investment Advisors LLC, a Los Angeles-based RIA with $8 billion in assets under management, from...

LPL Financial Recruits Financial Advisor from J.P. Morgan Securities

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Bryan Schneider to its broker-dealer and corporate RIA platforms, leveraging LPL as...

Raymond James to Buy $35 Billion Retirement Plan Administrator

Raymond James Financial Inc. (NYSE: RJF), a financial services company, has agreed to purchase NWPS Holdings Inc., doing business as NWPS and Northwest Plan...

LPL Financial Recruits Advisor from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Joe Mastroianni to its broker-dealer and corporate RIA platform. He is aligned...

Securities America Recruits Wealth Management Team from Ameriprise

Securities America, a wealth management firm within Advisor Group’s network, has recruited Gaulden & Associates Wealth Management, a North Carolina-based wealth management group with...

LPL Recruits $900 Million Team from Cambridge

LPL Financial, the nation’s largest independent broker-dealer, has added Albany, New York-based Rosemont Financial Group to its broker-dealer and corporate RIA platforms. The advisors...

LPL Financial to Buy Waddell & Reed’s Wealth Management Business

LPL Financial, the nation’s largest independent broker-dealer, has entered into an agreement with Macquarie Asset Management to buy the wealth management business of Waddell...

Former Cetera Team Returns to LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Nautica Wealth Advisors has returned to its broker-dealer and corporate RIA platforms. The advisors...

LPL Recruits $1 Billion Team from Securities America

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Verus Capital Partners, a large enterprise firm with approximately 30 financial advisors, to its...