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Guest Content: Investing in Senior Housing Will Never Grow Old

By: Destry Witt, Investment Advisory Representative at RELiANCE Investing Inc. One of the most exciting aspects of the investment industry is that the “next big...

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...

FINRA Fines AXA for Misrepresenting Junk Bond Funds as Investment-Grade

The Financial Industry Regulatory Authority has fined AXA Advisors $600,000 for allegedly misrepresenting the credit quality of certain bond funds offered within group annuity...

Cerity Partners Acquisition to Create $21 Billion RIA

Cerity Partners, an independent wealth management and investment advisory firm, plans to merge with Blue Prairie Group, a retirement and investing consulting firm that...

NFP to Buy Bronfman Rothschild to Create $10 Billion RIA

NFP Corp., an insurance broker and provider of wealth management, retirement and estate planning services, plans to acquire wealth advisory firm Bronfman E.L. Rothschild...

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...

Mercer Advisors AUM Tops $15 Billion with Latest Acquisition

Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...

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...

Mercer Advisors Acquires California-Based RIA Dragon Financial Group

Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...

Securities America Recruits Betcher Financial Group from ONESCO

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Betcher Financial Group, a network of nine advisors...