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Kintra Wealth is preparing to launch with 74 employees across eight states as a new, advisor-owned and operated RIA platform.
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...
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.
Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, in...
The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.
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...
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves, including AI implementation.
In a Q1 earnings call, CEO Jim Cracchiolo emphasized the firm's recruiting approach that seeks a "built, not bought" advisor workforce.
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In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.
Corient, originally CI Financial’s U.S.-based RIA aggregator, is set to continue its international expansion with an agreement to launch in Canada via its parent firm’s Canadian we...
The Melbourne, Fla.-based RIA platform's free online tool allows financial advisors to analyze their cost structure and compare expenses with Rossby's subscription model.
In the first quarter, the firm's FiNet channel for advisors working as independent contractors recruited advisors with $9 billion in client assets.
The Bedford Group will use Private Client Services for brokerage and Schwab for custody, according to flings.
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.
Plus, Smarsh rolls out AI compliance tools, Merit approves Advisor360°, RedBlack integrates with CAIS and InspereX debuts its Aria Insights Hub.
City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.
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...
The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.
Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
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