Tag: advisory
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...
Beacon Pointe Advisors Acquires CBD Wealth Management
Beacon Pointe Advisors, a registered investment adviser headquartered in Newport Beach, California, has purchased CBD Wealth Management, a wealth management firm with $690 million...
Former RBC Trio Launch New Practice with LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have launched their independent practice,...
LaSalle St. Recruits $225 Million Hybrid from LPL Financial
LaSalle St., a family of wealth management firms, has recruited JFR Financial Services, a Michigan-based firm that oversees $225 million in client assets. JFR...
CI Financial Begins Trading on NYSE, Completes Another RIA Acquisition
CI Financial Corp. (TSX: CIX), a dual-listed investment and wealth management company based in Canada, has completed the acquisition of Bowling Portfolio Management LLC,...
CI Financial to Buy $2.7 Billion New York-Based RIA
CI Financial Corp. (TSX: CIX), an investment and wealth management company based in Canada, has agreed to purchase The Roosevelt Investment Group Inc., a...
CI Financial Applies for NYSE Listing
CI Financial Corp., an investment and wealth management company based in Canada, has applied to list its common shares on the New York Stock...
Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client...
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $20.3 billion in client assets, has acquired an independent registered...
Good Life Recruits $200 Million Team
Good Life Companies, an independent hybrid registered investment advisor, has recruited YTS Wealth Management, a Pennsylvania-based team with approximately $200 million in total client...
CI Financial to Buy $450 Million Cincinnati-Based RIA
CI Financial Corp. (TSX: CIX), a Canadian asset management and wealth management firm, has agreed to purchase Bowling Portfolio Management LLC, a Cincinnati-based registered...
