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Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion

Atria Wealth Solutions Inc., a wealth management holding company, has purchased SCF Securities Inc., an independent broker-dealer and registered investment advisor based in Fresno,...

FSI Launches Health Insurance Program for Financial Advisors

The Financial Services Institute (FSI), a trade group representing independent financial advisors and independent financial services firms, has launched a health insurance program for...

Captrust Names Head of Wealth Management Group, Reports Record Growth for...

Captrust Financial Advisors, an independent registered investment advisor, has promoted Eddie Welch to managing principal for the wealth management group. The firm also reported...

CI Financial to Buy $4.7 Billion Atlanta-Based RIA

CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Brightworth LLC, an...

Advisor Group’s Securities America Recruits Advisors from LPL and Mutual of...

Securities America, a wealth management firm within Advisor Group’s network, has recruited three financial professionals with a total of $120 million in client assets....

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 &...
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