Tag: wealth management
Focus Financial Adds $680 Million RIA
Focus Financial Partners Inc. (NASDAQ: FOCS), a partnership of independent, fiduciary wealth management firms, has added Kavar Capital Partners LLC, a Kansas -based registered...
Former Cetera Team Returns to LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Nautica Wealth Advisors has returned to its broker-dealer and corporate RIA platforms. The advisors...
CI Financial to Buy Majority Stake in $4.7 Billion RIA
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase a majority interest...
LPL Recruits $1 Billion Team from Securities America
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Verus Capital Partners, a large enterprise firm with approximately 30 financial advisors, to its...
Beacon Pointe Advisors Acquires CBD Wealth Management
Beacon Pointe Advisors, a registered investment adviser headquartered in Newport Beach, California, has purchased CBD Wealth Management, a wealth management firm with $690 million...
Former RBC Trio Launch New Practice with LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have launched their independent practice,...
LaSalle St. Recruits $225 Million Hybrid from LPL Financial
LaSalle St., a family of wealth management firms, has recruited JFR Financial Services, a Michigan-based firm that oversees $225 million in client assets. JFR...
Private Advisor Group Appoints Robert Moore as Chief Executive Officer
Private Advisor Group, the largest hybrid registered investment adviser on LPL Financial’s platform with $21 billion in asset under management, has appointed industry veteran...
CI Financial Begins Trading on NYSE, Completes Another RIA Acquisition
CI Financial Corp. (TSX: CIX), a dual-listed investment and wealth management company based in Canada, has completed the acquisition of Bowling Portfolio Management LLC,...
Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California,...
