RIAs & Financial Advisors
Cetera Partners with TIFIN AG on AI Tools for FAs
Cetera Financial Group has partnered with TIFIN AG Inc. to provide Cetera advisors and financial in...Read more
LPL Draws $1B California FA Team from Osaic
LPL Financial LLC continues its recruitment spree of former Osaic advisors, with the addition of Sa...Read more
Carson Group Acquires $365M California Advisory Firm
Carson Group has acquired a Roseville, CA-based advisory practice led by advisors Jerod Wurm and Ca...Read more
Sequoia Inks Deal to Buy $3.8B Minnesota Advisory Practice
Sequoia Financial Group, LLC, an Akron-OH-based wealth manager with $22.6 billion in assets under m...Read more
$1.3B Father-Son Duo Heads to LPL from UBS
LPL Financial LLC has added former UBS financial advisors William “Bill” Bruen, Jr., and Andrew...Read more
Fifth Wall Expands into Broker-Dealer Business
Fifth Wall announced the launch of Fifth Wall Securities, a registered broker-dealer that will focu...Read more
$315M Former UBS FA Joins LPL Employee Channel
LPL Financial LLC announced that advisor Christopher Ketchen has joined their employee advisor chan...Read more
Osaic Boosts Credit Union Exposure with $6B Navy Federal Partnership
Osaic Institutions, Inc., a subsidiary of Osaic Holdings, Inc., has expanded its institutions chann...Read more
Citizens Adds $700M Advisory Duo for UHNW Clients
Citizens Financial Group has expanded its wealth management presence in southern Florida by ad...Read more