It's an indication the firm is carrying through on its strategy to attract experienced financial advisers who generate more revenue.
Gateway Financial Partners in Connecticut is buying Wisconsin-based Advisors’ Pride.
Richard DeYoung and Jessica Boehm opened their new firm, Highland Wealth Partners, in The Woodlands, Texas, and affiliated with LPL's Strategic Wealth Services.
A rough calculation puts the independent broker-dealer's forgivable loans at $773 million at the end of last year, up 84% from $419 million a year earlier.
Cambridge says it is prepared to defend itself against the SEC's allegations.
Dallas-based CD Wealth Management is joining the Kestra subsidiary to gain scale.
The three advisers operate as RCC Wealth Management in Spartanburg, South Carolina.
Abound Credit Union was formerly affiliated with CUNA Brokerage Services.
A solo adviser, along with seven staff members, runs the First Community Credit Union program in Houston, which had been affiliated with CUNA Brokerage Services.
The trend of breaking away seems to have intensified a year after most employee-advisers were suddenly left without the resources or supervision of daily office life.
A solo adviser joined the firm in Yakima, Washington, and a duo signed on in Durango, Colorado.
The three advisers, who operate as Outcome Private Wealth in Salt Lake City, are affiliating with LPL through OSJ Stratos Wealth Partners.
You have one chance to show clients why you started your own firm, and most importantly, how they will be better off.
The $104 billion Chicago-based aggregator is going after a Seattle adviser for taking clients with him when he left a year ago.
The monthly sessions over the course of a year are designed to help the firm's next-gen advisers build their businesses.
Advisers' nominal payout is far from a full representation of the economics related to the relationship they have with their firms and clients.
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
Although wirehouses are shrinking, the study finds their reps have an average AUM of $198 million, versus an average of $88.1 million industrywide.
LPL saw growth in assets from three sources last year: its recruiting of financial advisers, in-house growth and its acquisition of the wealth management business of Waddell & Reed.
The Louisville, Kentucky-based team is joining the firm’s employee channel.
