Tag: wealth management
Advisor Group to Buy $30 Billion Broker-Dealer
Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase Infinex Financial Holdings Inc., the holding company...
Kayne Anderson Hires Former FS Investments Exec to Expand Presence in...
Kayne Anderson Capital Advisors L.P., an alternative investment management firm, has hired Brody Browe as senior managing director and global head of intermediary business...
Cetera Recruits $300 Million Team from Mass Mutual
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has recruited Skafco, a financial planning team that manages approximately $300...
Advisor Group Continues Growth with Hire of Two Industry Executives
Advisor Group, a network of independent wealth management firms, has hired two executives for its business strategy and compliance operations. Dimple Shah joined as...
LPL Reports First Quarter 2022 Results, Broker Count Exceeds 20,000
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, released its first quarter 2022 financial...
LPL Financial Recruits $120 Million Father-Daughter Team
LPL Financial LLC, the nation's largest independent broker-dealer, has added Northern Lakes Financial Group to its broker-dealer, hybrid registered investment advisor, and custodial platforms....
SFA Partners Names EVP and Chief Operating Officer
SFA Partners, a group of independent financial advisor businesses, has promoted Jamie Mackay to executive vice president and chief operating officer. In his new...
Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice
Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting Practice, a team of...
CI Financial Plans IPO to Take U.S. Wealth Business Public
CI Financial Corp. (NYSE: CIXX, TSX: CIX) announced plans to sell up to 20 percent of its U.S. wealth management business via a U.S....
Former LPL CIO Joins Carson Group as Managing Partner and Chief...
Carson Group, a financial services firm that manages $20 billion in assets, has hired Burt White as managing partner and chief strategy officer to...
