The RIA giant is redoubling its inorganic growth focus as it elevates Martine Lellis to a newly created leadership role.
Previously with Stratos Wealth Advisors, the new hires in the Northeast include three veterans with over 80 years of combined industry experience.
The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.
A bill in New York City, in addition to the new FTC rule, could be good news for restless advisors.
The Seattle-based wealth firm’s latest hire comes with a professional history at big names like Goldman Sachs, UBS, and Wells Fargo.
The Washington-based firm catering to medical and technology professionals gives the RIA giant an additional foothold in the Pacific Northwest.
Mohr will focus on enhancing advisor support, training, and technology at the Boston, Massachusetts-based national planning firm and RIA.
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The New York-based RIA is extending its Midwestern presence with plans to acquire the $420M independent serving multigenerational clients.
The deal for the Orange County, California-based firm’s wealth business is set to add around 125 advisors to LPL.
Advising high-net-worth families and individuals, the two veterans are breaking away from the wirehouse giant to join the $2.5B independent.
President of Crestwood Advisors says how a company thinks about growth is key to achieving it over the long term.
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.
The high-net-worth RIA has added $321M to its network with the addition of a women-owned and operated practice in Colorado.
“Transformational” combination will see Adam Birenbaum lead a wealth giant with nearly 1,200 employees across more than 90 locations.
The former Merrill executive has an insider’s view of what advisors want – and don’t want.
Deals by LPL underscore surge in price propelled by the ongoing movement to fee-based revenue from one-time commission charges.
Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.
