Tag: financial advisor
Cadaret Grant Recruits Team with $1.1 Billion in Assets
Atria Wealth Solutions Inc., a wealth management solution holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank...
Wealth Advisory Firm with $250 Million in Assets Under Administration Joins...
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that the advisors of Wooster Square Advisors joined Cetera Advisor...
Cetera Recruits Two Advisors with $218 Million in Assets Under Administration
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Michael Hall, financial advisor, and Michael Ostdiek, registered representative,...
$206 Million Firm Joins Cetera
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that the advisors of True Wealth Advisor Group have affiliated...
Three Firms Managing More Than $600 Million Join Cetera
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that three teams managing approximately $610 million in assets under...
Cetera Makes Strategic Investment in $1.7 Billion Prosperity Advisors
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that it has made a minority investment in $1.7 billion...
Cetera Reports Record Recruitment in 2022, Adds $13 Billion in Assets...
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that it attracted more than $13 billion through organic recruiting...
Cetera Financial Recruits $2.5 Billion RIA
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that The Patriot Financial Group, an independent, registered investment advisor...
Atria Taps Former LPL Managing Director to Lead Independent Channel
Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey Jr., as head of...
Cetera Financial Attracts Record $6.3 Billion in Assets via Third Quarter...
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, attracted a record $6.3 billion through third quarter recruiting efforts from both wirehouses...
Cetera Recruits $140 Million Team from Commonwealth
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has recruited Cramer Capital Management, a Kansas City-based team formerly affiliated...
Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in...
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited a team of former UBS financial professionals led...
Cetera Recruits $300 Million Team from Mass Mutual
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has recruited Skafco, a financial planning team that manages approximately $300...
Avantax Recruits $200 Million Veteran Advisor from LPL
Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...
Cetera Advisor Networks Appoints New President
Cetera Financial Group, a network of independent retail firms, has appointed Tim Stinson as president of Cetera Advisor Networks.
Stinson replaces Tom Taylor, who will...
Financial Services Institute Names 2022 Board and Executive Committee Members
The Financial Services Institute, a trade group representing independent financial advisors and independent financial services firms, has named four new directors to its board...
Kingswood Recruits Seven Independent Financial Advisors and Practices
Kingswood U.S., a network of wealth management firms, has recruited seven financial advisors who collectively oversee $295 million in total client assets. The new...
Advisor Group’s Securities America Recruits Two Financial Advisors
Advisor Group, a network of independent wealth management firms, has recruited Thomas P. Leinwol and D. John Ruffa of Upward Wealth Group who oversee...
Cetera Recruits More Than $2.4 Billion in New Assets In 3Q21
Cetera Financial Group, a network of independent wealth management firms, has reportedly recruited more than $2.4 billion in new assets in the third quarter...
Advisor Group’s Securities America Recruits Two California-Based Financial Advisors
Advisor Group, a network of independent wealth management firms, has recruited James Putnam and Babak “Bobby” Payvandi, a pair of financial advisors based in...
