Tag: financial planning
Ameriprise Recruits Longtime Merrill Lynch Team
Ameriprise Financial Inc., a financial services firm with approximately 10,000 financial advisors, announced that CAM Wealth Management, a team of financial advisors with approximately...
EP Wealth Acquires $200 Million Bay Area RIA
EP Wealth Advisors LLC, an independent registered investment adviser with $5.3 billion in assets under management, has purchased Personal Financial Consultants Inc., a $200...
Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition
Mercer Global Advisors Inc., a registered investment adviser with more than $16.5 billion in client assets, has purchased Regent Wealth Management Group, an RIA...
EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition
EP Wealth Advisors LLC, an independent registered investment adviser with more than $4.9 billion in assets under managment, has acquired Pathlight Investors LLC, which...
Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm
Mercer Global Advisors Inc., a registered investment advisor backed by Genstar Capital, has purchased Jackson Financial Management Inc., a large wealth management firm located...
Triad Recruits Hybrid RIA from Spire Securities
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Argent Bridge Advisors, a three-advisor firm with...
Mercer Advisors AUM Tops $15 Billion with Latest Acquisition
Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...
LPL Financial Recruits Community First Investment Group
LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited Community First Investment Group, the investment program offered at Community First Bank of Indiana....
LPL Financial Adds Former Wells Fargo Firm to Platform
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Team Preheim Advisory to its broker-dealer and corporate registered investment advisor platforms.
Founded by Karl...
LPL Financial Adds Former Summit Brokerage Firm to Platform
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Patriot Wealth Management to its broker-dealer and corporate registered investment advisor platforms. Patriot joins...
