Tag: advisory
Morgan Stanley to Sell $15 Billion Eaton Vance RIA Business to...
Morgan Stanley has agreed to sell its $15 billion registered investment advisory arm, Eaton Vance WaterOak Advisors, in two parts to CI Financial Corp....
Advisor Group Adds Three Industry Executives to Team
Advisor Group, a network of independent wealth management firms, has hired three executives across operations, marketing and advisor engagement, including Tim Hodge as executive...
CI Financial to Acquire $5 Billion Wealth Management Firm
CI Financial Corp. (NYSE: CIXX, TSX: CIX), a dual-listed investment and wealth management company, has agreed to purchase Corient Capital Partners LLC, a Newport...
LPL Financial Recruits $1 Billion Team from Wells Fargo
LPL Financial, the nation's largest independent broker-dealer, reported that financial advisors Jason Howard, Shane Kunz, and Chad Horne, have joined the firm to launch...
LPL Recruits Father/Son Advisor Team from Raymond James
LPL Financial LLC, the nation’s largest independent broker-dealer, has added father and son financial advisors Steve and Jeremy Friedman to its broker-dealer, hybrid registered...
LPL Reports $1.21 Trillion in Advisory and Brokerage Assets in 4Q21
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...
Advisor Group Recruits Four Advisors with $232 Million in Client Assets
Advisor Group, a network of independent wealth management firms, has recruited four financial advisors who collectively oversee more than $231.5 million in total assets....
Advisor Group Adds Three Financial Advisors with $481 Million in Client...
Advisor Group, a network of independent wealth management firms, has added three financial advisors who oversee $481 million in total client assets.
Gerald Kleber, a...
LPL Financial Recruits Former Lincoln Financial Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited McLaughlin Asset Management Inc., which is aligned with Gladstone Wealth Partners, a large enterprise...
LPL Recruits $1 Billion Team from Securities America
LPL Financial LLC, the nation's largest independent broker-dealer, has added Elite Financial Network to its broker-dealer, corporate registered investment advisor and custodial platforms.
Elite Financial...
