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In a Q1 earnings call, CEO Jim Cracchiolo emphasized the firm's recruiting approach that seeks a "built, not bought" advisor workforce.
Image source: The Motley Fool. DateThursday, April 23, 2026 at 5 p.m. ETCall participantsChairman & Chief Executive Officer — James M. CracchioloExecutive Vice President &...
Louisiana-based line-up changes affiliation amid ongoing consolidation
The Bedford Group will use Private Client Services for brokerage and Schwab for custody, according to flings.
Ameriprise’s net client inflows for wealth and advice fell 59% quarter-over-quarter to $4.2 billion, with executives warning elevated departures will continue.
City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.
The deal adds seven advisors and a Rochester, N.Y. presence to Steward’s M&A channel.
Prudential Advisors, the retail arm of Prudential Financial Inc., said on April 7 that it added Keith Loegering and Brian Montalbano. Loegering has joined the Pacific Financial Gr...
FINRA unveiled a cybersecurity reporting portal for member firms as Cetera and Ameriprise joined Hightower, Mercer, Edelman Financial Engines and others in allegedly suffering cybe...
Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.
Pat O’Connell’s divisions will now roll up under Bill Williams, head of Ameriprise’s independent advisor channel.
Financial professionals can now secure a competitive 3-year fixed annuity rate and crediting strategies from Deutsche Bank, S&P Global, and Nasdaq through their WealthVest whol...
Also, Wealth Enhancement books two acquisitions this week, Ameriprise lures a Commonwealth team overseeing $140M, and &Partners wins over advisors from Wells Fargo and Edward J...
In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.
And why the best firms in this industry should be paid like it.
Wealthspire’s institutional division will integrate the Indianapolis-based Axia Advisory along with its plan sponsor clients and participants.
Proposed deal aims to resolve decades-old MetLife dispute as ratings reaffirm strength
In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.
Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.
Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
Inspira Financial and Ameritas announce a referral program giving employers and advisors expanded access to HSA solutions linking health and retirement.
JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in a...
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