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Cetera Hires Former LPL Exec as a Community Financial Institution Director

Cetera, a network of independent broker-dealer firms, has hired Brian Neyland as an independent program manager servicing banks, credit unions and independent advisors in...

Securities America Recruits Betcher Financial Group from ONESCO

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Betcher Financial Group, a network of nine advisors...

Mercer Advisors Acquires Beacon Wealth Management

Mercer Advisors Inc., a registered investment advisor backed by private equity firm Genstar Capital, has acquired Beacon Wealth Management, a boutique wealth management firm...

LPL Adds Former Cetera Hybrid to Platform

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

Lightyear-Backed Wealth Enhancement Group to Buy $470 Million Advisory Firm

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.7 billion in client assets, plans to purchase GDM Advisory...

Securities America Recruits Advisory Duo From Cadaret Grant

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added JSD Associates to its platform. JSD Associates, which...

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....