Tag: advisory
CI Financial Completes Six Acquisitions, Increases U.S. Assets to $115 Billion
CI Financial Corp. (NYSE: CIXX, TSX: CIX), a dual-listed investment and wealth management company, has completed the acquisitions of four registered investment advisor firms,...
CI Financial to Buy $6 Billion RIA
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase RegentAtlantic Capital LLC,...
CI Financial Buys $615 Million Chicago-Based RIA
CI Private Wealth, a division of CI Financial Corp. (TSX: CIX, NYSE: CIXX), has purchased Matrix Capital Advisors, LLC, a Chicago-based registered investment advisor...
LPL Financial Adds $500 Million Clearview Wealth Partners
LPL Financial LLC, the nation’s largest independent broker-dealer, has added the newly rebranded Clearview Wealth Partners to its broker-dealer, corporate registered investment advisor, and...
LPL Financial Recruits $400 Million Financial Advisor
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Scott E. Howell to its broker-dealer, corporate registered investment advisor and custodial...
LPL Financial Recruits Former Cetera Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added River Cities Financial Services to its broker-dealer, corporate registered investment advisor, and custodial platforms.
The...
LPL Reports $1.13 Trillion in Advisory and Brokerage Assets in 3Q21
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...
Former Merrill Lynch Advisor Launches Practice with LPL Financial
LPL Financial LLC, the nation's largest independent broker-dealer, reported that financial advisor Peter Shunyia has joined the firm to launch his independent practice, Shunyia...
Former Wells Fargo Financial Advisor Joins LPL Financial
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Guy Rodgers to its broker-dealer, corporate registered investment advisor, and custodial platforms....
LPL Financial Recruits Former Morgan Stanley Advisor
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Douglas Chin to its broker-dealer, corporate registered investment advisor, and custodial platforms.
Formerly...
