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iCapital Secures Strategic Investment from Bank of America

iCapital, a global fintech platform focused on alternative investments, reported that Bank of America has made a strategic investment in the company. Financial terms...

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...

Skyway Capital Markets Hires New SVP of National Accounts

Skyway Capital Markets LLC, a boutique investment banking, managing broker-dealer and wholesale securities distribution firm, has hired Shaun O’Leary as senior vice president of...

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...

Grove Point Hires Former Cetera Exec as Senior Vice President of...

Grove Point Financial LLC, an independent broker-dealer and registered investment adviser platform, has hired 26-year industry veteran, Denise McGee, as senior vice president of...

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...

iCapital Inks Deal to Buy SIMON Markets

iCapital, a global fintech platform focused on alternative investments, has agreed to acquire SIMON Markets. SIMON is an advisor platform for structured investments, annuities,...

Red Oak Hires New Chief Financial Officer

Red Oak Capital Holdings, commercial real estate finance company and Regulation A+ sponsor, has named Thomas A. McGovern as chief financial officer. McGovern is...
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