Tag: wealth management
LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...
Royal Alliance Super-OSJ Acquires $4.5 Billion Firm
GenXFinancial, a wealth management firm affiliated with Advisor Group subsidiary Royal Alliance, has acquired Boston Partners Financial Group, a New England-based financial advisory firm...
LPL Financial Recruits Former Cetera Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Joe Roddy, Steve Mayer, and Laurie Elfrank of West End Advisory Group...
Gideon Affiliates with The Leaders Group, Appoints Partner and Head of...
Gideon Strategic Partners, a wealth management and financial planning firm that oversees more than $500 million in assets, reported that its financial advisors have...
Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client...
Wealth Enhancement Group, an independent wealth management firm, has purchased Fitzgerald Wealth Management, an independent financial advisory practice with four advisors that collectively oversee...
LPL Financial Adds Former Ameriprise Team
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Alan Kodama and the team at Pacstar Financial Group to its broker-dealer,...
Wealth Enhancement Group Buys Los Angeles-Based RIA in Second SoCal Acquisition
Wealth Enhancement Group, an independent wealth management firm, has purchased Oakwood Capital Management, a Los Angeles-based independent registered investment adviser with $1.04 billion in...
Advisor Group Hires Former RBC Executive as EVP of Business Development
Advisor Group, a network of independent wealth management firms, has hired Kristen Kimmell as the company’s new executive vice president of business development.
In her...
Former Wells Fargo Advisors Launch Independent Practice with LPL
LPL Financial LLC, the nation’s largest independent broker-dealer, reported that financial advisors Steven Carlsen and Sathya Chey have launched a new independent practice, Arise...
CI Financial Enters Pennsylvania with $2.6 Billion RIA Acquisition
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Radnor Financial Advisors,...
