RIAs & Financial Advisors
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
$750M Advisory Team Bolts for LPL
LPL Financial LLC announced the advisors with Summit Planning Group have joined LPL Financial’s b...Read more
$325M Father-Daughter Team Joins Cetera Summit Financial Networks
Cetera Financial Group, a network of registered investment advisors and independent broker/dealers,...Read more