Home Tags Wealth management

Tag: wealth management

LPL Financial Recruits Another Team from Cetera

LPL Financial LLC, the nation’s largest independent broker-dealer, has added The Financial Planning Department Inc. to its broker-dealer and corporate registered investment advisor platforms....

LPL Financial Recruits $300 Million Firm from Cetera

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Multop Financial to its broker-dealer and corporate registered investment advisor platforms. Multop Financial, which...

Lightyear-Backed Wealth Enhancement Group Buys $276 Million Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.3 billion in client assets, plans to acquire OneSource Retirement...

LPL Recruits Former Lincoln Financial Firm with $200 Million in Client...

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Richmond, Virginia-based Moore Financial Services to its broker-dealer and corporate registered investment advisor platforms....

Larry Roth Launches New Consulting Firm, Partners with Berkshire Global Advisors

Financial services industry veteran Larry Roth has launched RLR Strategic Partners, a growth consultancy focused on the retail wealth management and asset management spaces....

LPL’s Genesis Wealth Management Adds Seven Advisors

Genesis Wealth Management, an independent firm on LPL Financial’s broker-dealer and registered investment advisor platforms, has added seven advisors previously affiliated with USAA Financial...

Securities America Recruits $650 Million Super OSJ Hybrid from LPL Financial

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Patriot Financial Group, an independent hybrid registered investment...

Lightyear-Backed Wealth Enhancement Group Buys $350 Million Retirement Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $8.9 billion in client assets, has agreed to purchase Retirement...

Securities America Adds $222 Million Insurance Group to Its Platform

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF), has added Futurity First Insurance...

Securities America Recruits Former NPH Wealth Management Firm

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited Morrison, Nordmann & Associates, an independent wealth...