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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...

ADISA Names 2022 Board of Directors

Members of the Alternative & Direct Investment Securities Association (ADISA), a trade association representing the alternative investment and securities industry, have named the new...

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...
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