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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...

LPL Recruits Credit Union Wealth Management Practice from Cetera

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tarik Eldin and Mike Hastings with SCU Investment Services at Sacramento Credit Union to...

Perigon Wealth Management and RLP Wealth Advisors Merge to Create $1.8...

Perigon Wealth Management, a registered investment advisory firm headquartered in San Francisco, has merged with RLP Wealth Advisors, a registered investment advisory firm with...

Waypoint Expands Affiliated Broker-Dealer Team with Five New Hires

Waypoint Real Estate Investments, a real estate investment firm focused on the U.S. rental housing sector, has added five regional wholesalers to its affiliated...

Concorde Expands Team with Two Senior Executive Hires

Concorde Investment Services, a broker-dealer and subsidiary of Concorde Holdings, has named Lori Kamen as chief compliance officer and Melissa Shrimpton as operations manager. Kamen...

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...

Wentworth Buys $2.7 Billion Hybrid

Wentworth Management Services LLC, an independent broker-dealer holding company, has acquired Aurora Private Wealth, a Rockaway, New Jersey-based hybrid registered investment advisor/IBD firm that...

Cetera Names New Chief Executive Officer

Cetera Financial Group, a network of independent financial advisor firms, has appointed Adam Antoniades as chief executive officer and member of the board of...

Waypoint Taps Two Industry Veterans for Its Affiliated Broker-Dealer

Waypoint Real Estate Investments, a real estate investment firm focused on the U.S. rental housing sector, has added two industry veterans to its affiliated...

Kestra Financial Affiliate Acquires $1.1 billion RIA

Bluespring Wealth Partners LLC, an affiliate of Kestra Financial that focuses on the acquisition of registered investment advisor and wealth management firms, has purchased...