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LPL Financial Adds Former Altruist Executive to Management Team

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Pete Dorsey has joined the firm as executive vice president of institution services. Dorsey...

Vero Wealth Management Joins Linsco by LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Benjamin Link and Steve Sexton have joined LPL’s employee advisor model, Linsco...

Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client...

Wealth Enhancement Group, an independent wealth management firm with more than $56 billion in total client assets, has added Pinnacle Private Wealth, a hybrid...

Perigon Merges with PM Wealth Management, Forms Strategic Alliance with Prager...

Perigon Wealth Management, an independent wealth management firm with $3.6 billion in client assets, has merged with PM Wealth Management, a New York-based registered...

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...

Advisor Group’s SagePoint Financial Recruits Team with $203 Million in Client...

SagePoint Financial, an independent wealth management firm within the Advisor Group network, has added Brian Falconer and his team of 16 registered representatives to...

LPL Financial Hires EVP of Corporate Strategy and New Ventures

LPL Financial LLC, the nation’s largest independent broker-dealer, has hired Katelyn Shackleton as executive vice president of corporate strategy and new ventures. In her...

LPL Financial Reports 2Q22 Results, Decrease in Advisory and Brokerage Assets

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, released its second quarter 2022 financial...

Captrust to Buy $4 Billion Midwest RIA

Captrust Financial Advisors, an independent registered investment advisor, has purchased Frontier Wealth Management, an RIA with 46 employees and $4 billion in client assets.Frontier,...

Carson Group Hires Former LPL Exec as Chief Market Strategist

Carson Group, a financial services firm that manages $20 billion in assets, has hired Ryan Detrick as chief market strategist. In his new role,...

Mariner to Buy $26 Billion LPL Affiliate

Mariner Wealth Advisors, a firm with more than $60 billion in assets under advisement, has agreed to purchase The Financial Services Network, a national...

LPL Financial to Buy $5 Billion Firm

LPL Financial LLC (Nasdaq: LPLA), the nation's largest independent broker-dealer, has agreed to purchase the private client group business of Boenning & Scattergood, a...

Wealth Enhancement Group to Buy $574 Million RIA

Wealth Enhancement Group, an independent wealth management firm, plans to acquire Hawkins Wealth Management, a registered investment adviser with $574 million assets under management...

Advisor Group to Buy $40 Billion Independent Broker-Dealer

Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase American Portfolios Financial Services Inc., a full-service,...

LPL Financial Recruits Ex-Wells Fargo Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Encore Capital Management to its broker-dealer and corporate registered investment advisor model. The team...

Coldstream Hires Former Charles Schwab Director as Chief Revenue Officer

Coldstream Wealth Management, an employee-owned registered investment adviser, has hired Natalie Straub as chief revenue officer. In her newly created role, Straub will develop...

LPL Financial Launches New Program to Serve Affluent Market

LPL Financial LLC, the nation's largest independent broker-dealer, has launched the LPL Private Client Services Network, a new program to provide LPL-affiliated advisors access...

Advisor Group’s SagePoint Adds $800 Million Team

SagePoint Financial, a wealth management firm within the Advisor Group network, has added IronBridge Wealth Counsel and its eight wealth advisors who oversee $800...

Advisor Group to Buy $30 Billion Broker-Dealer

Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase Infinex Financial Holdings Inc., the holding company...

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...