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Father-son financial advisors launch Climer Wealth Management Group
Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.
Barclays analyst latest to give LPL Financial shares room to run
Barclays set a price target of $275 per share as it initiated coverage of LPL.
Cetera to buy tax specialist firm for $1.2 billion
Deal affects almost 3,000 advisors working with $83.8 billion in client assets.
LPL welcomes $205M team to its employee advisor channel
A new firm is born in Houston with Linsco by LPL Financial.
Osaic nabs veteran Wells Fargo group managing $600 million in Michigan
Labor Day weekend is a traditional time for financial advisors to leave one firm and be recruited by another.
Team with $145M practice switches to Cetera Advisor Networks
North Carolina advisor team was previously affiliated with Securities America.
Lincoln team managing $800M moves to LPL Financial
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
Wealth management firms need scale to help advisors thrive
Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
Ex-Wells chief Kowach’s new firm buys Tennessee broker-dealer
The firm, Wiley Bros.-Aintree Capital, is based in Nashville and has been in business since 1945.
LPL snatches $280m advisory team from Cetera
Legacy Wealth Advisors was looking for an easier place to do business and differentiated service, founder Kevin Loyd said.
LPL snaps up advisory team with $350 million in assets
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
Raymond James adds $335M team from Edward Jones
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
Female-led $325M duo launch sports and entertainment focused firm with LPL
New independent wealth firm also specializes in helping women in transition.
Raymond James adds $2.6B team from Securian
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
LPL to gain Prudential’s $50B wealth management business
LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.
LPL continues strong recruiting from Securities America in 2023
LPL, Osaic and Cetera Financial Group are all 'fighting amongst themselves' to lure advisors, one recruiter notes.
Are LPL and Osaic in the hunt for the old United Capital?
One analyst pegs the purchase price for Goldman's RIA in the range of $270 million to $360 million.
Raymond James adds $300 million advisor from Merrill
Burdette Park will launch eponymous firm in Louisville, Kentucky.
LPL adds UnionBanc advisor managing $385 million
Matthew Holbrook is joining Linsco and will launch Coastline Wealth Advisory in Irvine, California.
