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The Roseville, Calif.-based OSJ leaves LPL to launch its own RIA on Cetera's Blueprint platform.
Also, Hightower Signature makes a second external acquisition; IFP adds two Commonwealth advisors overseeing $400M; LPL adds $350M team; and UBS lands a double-advisor win.
Also, merchant bank Valeon hires a managing director from Houlihan Lokey, Verdence brings on a financial planning head, and Credent Wealth adds AssetMark’s CEO to its board.
iTP Partners, which had been acquired in 2022 into what would become Osaic, has departed for Cetera after speaking with “multiple” broker/dealers.
CEO Mike Durbin says Cetera's approaches for succession planning are picking up pace within the broker/dealer, as well as increasingly with outside firms. In a Wealth Management in...
The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.
Executives from some of the largest firms in the channel — Ameriprise, Kestra Financial, Cetera, LPL Financial and Osaic — discuss how clearing and custody fits into their approach...
The deal closed at the end of July, The post Copley Equity-backed FMG Leading snaps up Broadbranch Advisors appeared first on PE Hub.
Centurion celebrates their first recognition by FA Magazine!
The St. Louis-based hybrid broker/dealer founded by former Wells Fargo Advisors CEO David Kowach continues its recruiting momentum with its fourth addition this month.
One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CE...
Integration gives independent advisors a direct path to specialized alternatives custody and administration for private market investments.
The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may b...
Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% from less than 1%. But that doesn't mean that the No. 1 fi...
With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint.
President Rob TeKolste will take over as CEO from Esfand Dinshaw in 2027 at the insurer that owns $10 billion RIA Wealthcare and $12 billion Northrock Partners.
Canadian firm’s UK wealth arm expands its operations with the acquisition of EFG Private Bank's advisory division
Sequoia Financial’s second-plus-$1 B deal of 2026 expands its presence in Colorado.
Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per fina...
Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."
Also, Wealth Enhancement nears $160 billion with Illinois-based firm, Summit adds partners in Georgia and Oregon, Aspen Standards keeps acquiring, and Savvy tops $4 billion in recr...
FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
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