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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...
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