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The DI Wire Q&A with ADISA President Keith Lampi

The DI Wire had a chance to speak with ADISA president Keith Lampi ahead of ADISA’s 2018 Spring Conference held next week in Orlando,...

Ladenburg Subsidiary Appoints Chris Yarosh to Head New Multigenerational Platform

Investacorp Inc., an independent advisory and brokerage firm and wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has launched its multigenerational consulting...

SEC Commissioner Michael Piwowar to Speak at IPASummit 2018

The Investment Program Association has announced its full agenda for the upcoming IPASummit 2018 in Washington, D.C. on April 17-19th, including the addition of...

Three LPL Affiliates Merge to Create $2.6 Billion Super OSJ “Dream...

Merit Financial Group, an independent registered investment advisory firm, its merging with two independent financial advisory businesses, Botsford Financial Group and Financial Development Systems....

Colony NorthStar Reaffirms Commitment to Retail Distribution

A spokesperson for Colony NorthStar (NYSE:CLNS) clarified statements made by president and chief executive officer Richard Saltzman on the company’s recent earnings call relating...

Mercer Advisors Acquires its Largest RIA Firm to Date

Mercer Advisors Inc., a national registered investment advisor, has acquired Traust Sollus Wealth Management, its largest RIA firm integration to date. Traust Sollus is...

EP Wealth Advisors Acquires $240 Million RIA

EP Wealth Advisors LLC, an independent registered investment advisor and financial planning firm based in Torrance, California, has acquired Millie Capital Management LLC which...

Mercer Acquires RIA with $364 Million in Client Assets

Mercer Advisors Inc., a national registered investment advisor firm based in Santa Barbara, has acquired Clearwater, Florida-based GFS Private Wealth, bringing its assets under...

Ladenburg Thalmann Names John Blood as SVP of Advisory Services and...

Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, appointed John Blood as senior vice president of advisory services and solutions. In...

Ladenburg’s Securities Service Network Recruits Five NPH Firms

Securities Service Network LLC, an independent advisory and brokerage firm, has recruited five independent financial advisory practices with a total of 16 independent advisors...
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