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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...

The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million

The AmeriFlex Group, an advisor-owned hybrid registered investment advisor, has added three wealth management practices that oversee a combined $721 million in client assets.Colorado-based...

Kingswood Recruits Seven Independent Financial Advisors and Practices

Kingswood U.S., a network of wealth management firms, has recruited seven financial advisors who collectively oversee $295 million in total client assets. The new...

Hilltop Securities Independent Network Changes Name

Hilltop Securities Independent Network Inc., an independent broker-dealer and registered investment adviser, has changed its name to Momentum Independent Network Inc.The firm serves approximately...

Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has purchased CJM Wealth Management,...

Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA

Wealth Enhancement Group, an independent wealth management firm that oversees $17 billion in client assets, has purchased JOYN Advisors Inc., a registered investment adviser...

Private Equity-Backed Wealth Enhancement Group to Buy $990 Million Hybrid

Wealth Enhancement Group, an independent wealth management firm that oversees $15.1 billion in client assets, has agreed to purchase BPU Investment Management Inc., a...

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...

Triad Recruits Former LPL Retirement Group with $10 Billion in Assets...

Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), and Resources Investment Advisors LLC, a wealth management and...