RIAs & Financial Advisors
Cetera Names Avantax President to Lead Cetera Solutions Arm
Cetera Financial Group appointed Avantax, Inc. president Todd Mackay as president of its Cetera Sol...Read more
LPL Financial Lures Another Two Former Lincoln Teams
LPL Financial has added more than 30 advisors with Academy Financial, Inc., and PFG Advisors, who c...Read more
Rise Growth Makes Debut Investment in $10B Bleakley Financial Group
Rise Growth Partners, a financial partner for registered investment advisors launched by founder an...Read more
$615M Georgia FA Team Jumps to LPL Financial
LPL Financial LLC announced that a $615 million five-person advisory team has joined the firm’s b...Read more
CV Advisors Hires Miami-Based FA
CV Advisors LLC, a registered investment advisor with $11 billion in assets, hired Ari Hadida, a fi...Read more
LPL Lures Another Ex-Wells FiNet Team to Independence Channel
LPL Financial LLC has added 4Point Wealth Management, a $375 million Davidson, NC-based advisory te...Read more
AssetMark Announces Expanded Cash Solutions Suite
AssetMark, a turnkey asset management platform for financial advisors, announced the expansion of i...Read more
Vanilla Closes New Funding Round with Support from Edward Jones
Vanilla, an estate planning software startup, announced a fundraising round headed by returning inv...Read more
$1.5B Advisory Team Bolts for Ameriprise from UBS
Q5 Wealth Management, a financial advisory team managing $1.5 billion in assets, has joined the ind...Read more