Tag: financial advisor
Advisor Group Launches National Advisory Board
Advisor Group, a network of independent wealth management firms, has launched its new National Advisory Board (NAB), consisting of 12 advisors from across its...
Cetera’s Farpointe Wealth Partners Recruits $190 Million Team
Farpointe Wealth Partners LLC, an independent financial advice firm within the Cetera network, has added Schexnayder Wealth Advisors, a $190 million asset team led...
Advisor Group Names President and CEO Of SagePoint Financial
Advisor Group, a network of independent wealth management firms, has appointed Desireé Sii as president and chief executive officer of SagePoint Financial following the...
Atria to Buy Sixth Independent Broker-Dealer
Atria Wealth Solutions Inc., a wealth management holding company, has agreed to purchase SCF Securities Inc., an independent broker-dealer and registered investment advisor based...
CI Financial to Buy $23 Billion RIA/Asset Manager in Largest U.S....
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Segall Bryant &...
Captrust Expands into Southwest Market with Latest RIA Purchase
Captrust Financial Advisors, an independent registered investment advisor, has purchased Phoenix-based MRA Associates, a 59-person firm with $3.3 billion in assets under management. Financial...
Thrivent Hires Former LPL Exec as Senior Business Development Officer
Thrivent Advisor Network, a registered investment advisor, has hired industry veteran Gary Foster as senior business development officer.
For the last 15 years of his...
CI Financial to Buy Majority Stake in $4.7 Billion RIA
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase a majority interest...
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,...
Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California,...
