RIAs & Financial Advisors
Osaic Unveils Advisor-Education Program
Osaic, Inc. has launched Wealth Advisor Academy, expanding its educational services for financial a...Read more
Cerity Partners Expands in Colorado with Janiczek Merger
Cerity Partners is merging with Janiczek Wealth Management, a Denver-based financial advisory firm ...Read more
EP Wealth, Opto Team to Build Private Markets Program for RIAs
EP Wealth Advisors, an independent registered investment advisor, and Joe Lonsdale-founded Opto Inv...Read more
Cetera Acquires Protective Life Subsidiary CFGS
Cetera Financial Group has agreed to acquire, via asset acquisition, Concourse Financial Group Secu...Read more
$685M Merrill Trio Heads to LPL Strategic Wealth Services
LPL Financial LLC has added a trio of ex-Merrill Lynch advisors managing $685 million to its indepe...Read more
Focus Affiliates Kovitz, Fort Pitt Capital Merge
Focus Financial Partners Inc. announced that $5.9 billion Pittsburgh-based RIA and Focus partner fi...Read more
BlackRock, JP Morgan AM Invest in Dynasty Financial Partners
Dynasty Financial Partners closed a minority capital raise, with backing from BlackRock and J.P. Mo...Read more
LPL Financial Lures Another RayJay Team
LPL Financial LLC has welcomed a pair of former Raymond James Financial Services advisors who man...Read more
Hightower Facilitates Altium Wealth Management-Kimberly Clouse Partnership
Hightower has facilitated a partnership between Altium Wealth Management, an associated practice of...Read more