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...
