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LPL Financial Recruits $1 Billion Team from Securian

LPL Financial LLC, the nation’s largest independent broker-dealer, has added San Mateo, California-based SGC Financial and Insurance Services to its broker-dealer and corporate registered...

Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has expanded its leadership team...

Former Wells Fargo Team Launches $500 Million Hybrid Practice with LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Anthony “Tony” Frigoletto has launched his new independent practice, River’s Edge Wealth...

Golden State Hires Former LPL Vice President to Oversee Business Development

Golden State, a registered investment advisor, has hired Eric Ripley to serve as executive vice president of business development to drive the company’s recruitment...

Focus Financial to Buy $676 Million RIA

Focus Financial Partners Inc. (NASDAQ: FOCS), a registered investment advisor aggregator, has agreed to purchase Seasons of Advice Wealth Management LLC, a wealth management...

LPL Recruits Father/Son Duo from Cadaret Grant

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the corporate registered investment advisor...

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6 billion in assets under...

Advisor Group’s Royal Alliance Recruits $120 Million Former Ameriprise Team

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Financial Foundation Services, a New Jersey-based wealth management firm...

LPL Financial Recruits $375 Million Firm from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Allen Lorenzi, Ira Shapiro and Michael Walker who have teamed up to...

LPL Acquires $1.5 Billion Lucia Securities

LPL Financial, the nation’s largest independent broker-dealer, has closed its acquisition of Lucia Securities, a broker-dealer and registered investment advisor based in San Diego...