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Merrill advisors managing $390M jump to LPL Financial
The Fresno, California-based pair of advisors make the 50th team to join LPL’s Linsco channel.
LPL nabs team managing $900M at RBC
The four advisors are launching Sides Wealth Advisory Group in York, Pennsylvania.
LPL adds California team managing $150 million
The Sacramento-based firm, Bradford Capital Group, was previously affiliated with Securities America.
Cetera to offer Avantax advisors slim bonuses to none at all
Meanwhile, Cetera's owner Genstar is reinvesting in the firm.
Advisors increasingly rely on home office models, survey says
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
Team overseeing $1B jumps to LPL Financial
The trio of advisors will operate as PB FAM Private Wealth in Atlanta.
Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Nebraska team managing more than $600M switches to LPL Financial
Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities
$500M Louisiana team joins Raymond James
The five advisors will operate as Meyer Rotolo Wealth Management.
Edward Jones picks up experienced $289M advisor from Charles Schwab
The advisor was with Schwab for 14 years following a military career.
LPL recruits $260 million group focusing on 403(b) plans
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
Edward Jones welcomes back $167M advisor who began his career with the firm
The Seattle-based advisor will focus on retirement plans.
Debt-financed M&A may push firms to shed assets: Tibergien
Following Cetera's announcement that it was going to buy Avantax, two ratings agencies put the debt of Cetera's parent, Aretec Group Inc., on review.
Wells Fargo advisor managing $175M jumps to LPL
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
LPL adds $1.2 billion pair from Morgan Stanley
The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
Commonwealth adds Avantax team overseeing $223M
Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.
Former Cetera advisor rejoins team
Anne Crabbe was formerly with firm in 2021.
Alts platform CAIS keeps building
Since its launch in 2009, CAIS has facilitated over $25 billion in transactions involving financial advisors.
Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company
Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.
Cetera deal for Avantax shows boom continues for wealth management assets
The price tag Cetera paid for Avantax was 180% of its revenues last year, an unthinkable sum for a broker-dealer just a few years ago.
