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A team of Commonwealth advisors has launched a hybrid RIA, Bartholomew & Company, while keeping custodial and broker/dealer ties with LPL Financial.
Commonwealth’s contract between its 2,900 advisors and technology company Advisor360° expires on June 1. Sources say LPL plans to migrate those advisors to its own technology platf...
JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.
Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.
Also, Concurrent lands a $750M RIA, AmeriFlex added $1.7B in assets in the first half, F.L Putnam acquires a $500M New Hampshire-based RIA, and a Texas-based bank acquires to enter...
An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial resp...
Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
Garofalo will support advisor engagement, communications, and advocacy efforts connected to LPL Financial's government relations initiatives. MIDLOTHIAN, Va., June 4, 2026 /PRNewsw...
Since Coldstream management bought out Boston Private in 2011, the RIA has remained employee-owned, but CEO Kevin Fitzwilson says there are pressures that come with that.
Accessible as they are approachable, Hall Financial Advisors guides clients through every stage of life.
Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and cleari...
A class action lawsuit claims the firm kept interest rate payments "consistently low and untethered” to the market, including federal rates.
Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.
FINRA shows that industry consolidation led to fewer firms despite more registered representatives in 2025, and that dual registration for broker/dealer and fee-based investment ad...
The leading firm scores 9.4 overall, ahead of the runner-up at 9.0
Devin J. Garofalo earns national recognition from LPL Financial for his continued leadership, advisory excellence, and dedication to long-term client relationships. The post Founde...
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
In Partnership With Zoe, RIAs Can Now Serve Clients Across Both Schwab and Apex While Accessing the Full Suite of Zoe's Investment and Operational Capabilities
Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.
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