Tag: Ladenburg Thalmann
Advisor Group Expands Senior Leadership Team, Hires Former LPL Executive
Advisor Group, one of the nation's largest wealth management firms, has expanded its leadership team following its recent merger with Ladenburg Thalmann. The management...
Ladenburg Thalmann Completes Merger with Advisor Group
Ladenburg Thalmann Financial Services Inc., a financial services company, has completed its merger with Advisor Group Inc., one of the nation's largest networks of...
Ladenburg Shareholders Approve Merger with Advisor Group
Shareholders of Ladenburg Thalmann Financial Services (NYSE: LTS), a publicly traded financial services firm, have approved the company’s proposed merger with Advisor Group, one...
Former Ladenburg Chairman Files Lawsuit to Halt Advisor Group Merger
Ladenburg Thalmann Financial Services Inc.’s former chairman and its largest shareholder, Phillip Frost, has filed a lawsuit against the firm following its proposed merger...
Securities America Nabs $560 Million Hybrid
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Goldstein & Associates, an independent wealth management firm...
Securities America Launches Super OSJ With Former SA Stone Wealth Management...
Securities America, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has partnered with wealth management industry veteran David Pintaric to launch his...
Securities America Recruits Former Summit Brokerage Team
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Knight Investments Group Inc., an independent wealth management...
Triad Advisors Recruits Former LPL Hybrid
Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Mooney Lyons Financial...
Cannabis-Focused Treehouse REIT Raises $60.3 Million in Private Offering
Treehouse Real Estate Investment Trust Inc., a private REIT that invests in properties utilized by the cannabis industry, has completed it private offering and...
Ladenburg Launches 401(K) Platform for Advisors’ Business Clients
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has launched a fully-bundled 401(k) program that allows its advisors to provide...
Ladenburg Invests in Impact Investing Start-Up Targeting Millennial Investors
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has invested in Newday Financial Technologies Inc., a San Francisco-based startup focused...
Securities America Adds Group with $182 Million in Total Client Assets
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Nittany Brokerage Financial, a multi-service independent financial advisory...
Securities America Adds Three Groups with Approximately $245 Million in Client...
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited three advisory practices with client assets totaling approximately...
Ladenburg Names Veteran Executive to Senior Vice President of Enterprise Services
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has appointed veteran industry operations and technology executive David Ballard to the...
Securities America Recruits Team with $200 Million in Client Assets
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited a group of six advisors with more...
Securities America Advisors Can Now Use Instagram for Social Media Marketing
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has provided its affiliated advisors with a compliant process to...
KMS Financial Services Names New Chief Executive Officer
KMS Financial Services Inc., an independent advisory and brokerage firm and wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has named Erinn...
AR Global’s American Finance Trust Launches $30 Million Preferred Stock Offering
American Finance Trust Inc. (Nasdaq: AFIN), a former non-traded real estate investment trust sponsored by AR Global, has launched an underwritten public offering for...
Securities America Recruits Former Ameriprise Group with $459 Million in Client...
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited Syntegra Private Wealth Group, a group of...
Cannabis REIT Treehouse Completes Private Placement of Common Stock, Secures Debt...
Treehouse Real Estate Investment Trust, Inc., a private REIT that invest in properties utilized by the cannabis industry, has completed its private placement of...
