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Securities America Recruits Advisors with $376 Million, Advisor Group Provides AUM...

Securities America, a wealth management firm within the Advisor Group network, has recruited independent financial advisors Robert “Bob” Batick and Norman “Todd” Coates who...

Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets

Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four...

Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA

Avantax, a tax-focused financial planning firm, has agreed to acquire Headquarters Advisory Group LLC, a New Jersey-based registered investment advisor with approximately $1.1 billion...

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...