Diversify Advisor Network Expands Internal Asset Management Platform and Team

March 13, 2024

ExchangeRight Reports 2023 Performance

March 13, 2024

Osaic Lands $210 Million Team from Ameriprise

March 12, 2024

Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets

December 22, 2023

SEC Staff Report Says Accredited Investor Population Has Grown 16x Since 1982

December 22, 2023

Cetera Completes Acquisition of Avantax

November 28, 2023

Cetera to Acquire Avantax for $1.2 billion

September 12, 2023

Atria Wealth Solutions Acquires Former Kestra Firm

September 7, 2023

Cadaret Grant Recruits Team with $1.1 Billion in Assets

June 1, 2023

Atria Taps Former LPL Managing Director to Lead Independent Channel

December 1, 2022

Former LPL Rep Receives Final Judgement for Client Theft

November 14, 2022

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

September 9, 2022

Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in Client Assets

September 2, 2022

Morgan Stanley to Sell $15 Billion Eaton Vance RIA Business to CI Financial and Pathstone

April 1, 2022

CI Financial to Acquire $5 Billion Wealth Management Firm

February 23, 2022

CI Financial Completes Six Acquisitions, Increases U.S. Assets to $115 Billion

January 5, 2022

CI Financial to Buy $6 Billion RIA

December 7, 2021

CI Financial Buys $615 Million Chicago-Based RIA

December 2, 2021

Cetera Recruits More Than $2.4 Billion in New Assets In 3Q21

November 10, 2021

Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice

September 7, 2021