RIAs & Financial Advisors
LPL Lures $170M Ex-Avantax Team
LPL Financial LLC announced that financial advisors George Englert, Kevin Englert and Carrie Hughes...Read more
Robertson Stephens Adds 3rd Colorado Office
Robertson Stephens Wealth Management, LLC acquired Ratio Wealth Group, a registered investment advi...Read more
Another Osaic Team Jumps to LPL
LPL Financial LLC announced that financial advisor Jerry Rizza has joined the firm's broker-dealer,...Read more
LPL Financial Adds $1B NJ Team from Osaic
LPL Financial LLC announced that Investment Advisors Financial Group has joined its broker-dealer, ...Read more
Raymond James to Enter ETF Space in 2025
Raymond James Investment Management, a global asset management company with $102.7 billion in asset...Read more
Bluespring Acquires $500M Indiana Wealth Business
Bluespring Wealth Partners, an acquirer of independent RIAs and hybrid wealth management firms, acq...Read more
Focus Merges $3.8B Gratus Capital into The Colony Group
Focus Financial Partners Inc., a New York-based RIA aggregator, announced that Gratus Capital, LLC,...Read more
New Jersey Latest State to Open Auto-IRA Program
State automatic individual retirement account plans continue to gain traction, with additional stat...Read more
BNY Pershing, Osaic Extend Multi-Decade Custody Partnership
BNY Pershing announced the renewal of its clearing and custody agreement with Osaic. Pershing will ...Read more