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Commonwealth Adds Former Cadaret Grant Team to Platform

Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Michael Roberts Associates Inc. to its network of independent...

Atria Wealth Solutions to Acquire NEXT Financial

Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...

LPL Recruits Former Cadaret Grant Team

LPL Financial LLC, a nation’s largest independent broker-dealer, has added Mayco Financial Services to its broker-dealer and corporate registered investment advisor platforms. Mayco, which...

LPL Adds Former Cetera Hybrid to Platform

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Brennan Asset Management Group to its broker-dealer and corporate registered investment advisor platforms. Brennan Asset...

LPL Recruits $500 Million Team Formerly with Cadaret Grant

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Beltz Ianni & Associates LLC to its broker-dealer and corporate registered investment advisor platforms....

Securities America Recruits Advisory Duo From Cadaret Grant

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added JSD Associates to its platform. JSD Associates, which...

Atria Wealth Solutions Acquires Cadaret Grant

Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed. Founded in...