Tag: brokerage
It’s Like Déjà Vu All Over Again – Biden’s Recycled Attack...
During his successful 2020 presidential campaign, then-candidate Joseph Biden proposed the elimination of 1031 like-kind exchanges for high-earning real estate investors. Once in the...
Advisor Group to Buy $30 Billion Broker-Dealer
Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase Infinex Financial Holdings Inc., the holding company...
LPL Reports First Quarter 2022 Results, Broker Count Exceeds 20,000
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, released its first quarter 2022 financial...
ADISA Reports Highlights from 2022 Spring Conference in Orlando
The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment space, hosted nearly 600 industry professionals at its 2022...
LPL Financial Recruits $120 Million Father-Daughter Team
LPL Financial LLC, the nation's largest independent broker-dealer, has added Northern Lakes Financial Group to its broker-dealer, hybrid registered investment advisor, and custodial platforms....
Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice
Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting Practice, a team of...
Former LPL CIO Joins Carson Group as Managing Partner and Chief...
Carson Group, a financial services firm that manages $20 billion in assets, has hired Burt White as managing partner and chief strategy officer to...
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...
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...
ADISA Announces 2022 President-Elect and Officers
The board of the Alternative & Direct Investment Securities Association (ADISA), a trade group representing the alternative and direct investment industry, has selected its...
