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Lincoln deal caps year of change at Osaic
But what will the ultimate asking price for Osaic be as the firm moves toward an IPO?
Arkadios adds two firms from Triad
Atlanta-based Peachtree Wealth Advisors and Arizona-based RBG Capital have combined assets totaling more than $600 million.
‘Murky disparity’ stalls progress
Recent claims of pay discrimination, retaliation and sexual harassment have served as a painful reminder that progress for women in the financial advice industry is not a straight line.
Some potential RIA buyers know they missed the boat: Larry Roth
Buyers of RIAs face plenty of legacy questions, the veteran executive says.
Goodbye, Royal Alliance. Hello, Osaic Wealth
The Royal Alliance name and brand had been around since 1989.
Another summer rebrand: CI Private Wealth is now Corient
'It's a weird little portmanteau,' one marketing executive said.
Osaic gains $250M advisor team, its first since rebrand from Advisor Group
The firm has welcomed a team from Walnut Creek, California, that was previously with Cetera Advisors.
$275 million Colorado team jumps to LPL from Woodbury
Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.
Forget Advisor Group. It’s now Osaic
While the giant network of 11,000 brokers and advisors has announced its new name, the process of rolling its eight firms into one will take up to two years.
LPL adds Royal Alliance team overseeing $230 million in assets
Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Advisor Group hires Dynasty co-founder Ed Swenson to lead RIA channel
The independent broker-dealer is developing different channel strategies as part of its rebranding, and RIAs are a big part of that.
Advisor Group’s Jamie Price talks about the firm’s rebranding
In a Q&A, the Advisor Group CEO discusses what's involved in squeezing the giant operation under one broker-dealer roof and brand.
Advisor Group is latest B-D to report data breach
The breach involved 'a systems intrusion' at R.R. Donnelley, a third-party vendor that Advisor Group uses for some of its client mailings.
Advisor Group loses teams with $615 million to Commonwealth, LPL
Trusted Wealth Partners in Omaha, Nebraska, is moving to Commonwealth while Connecticut-based Hedberg Wealth Management is going to LPL.
LPL adds long-time Advisor Group advisor with $220 million
Michelle Brennan Hall had been registered at FSC Securities since 1989.
Advisor Group B-D snares RBC advisors with $250 million in client assets
Minnesota-based Tom Delich had worked at RBC for almost 23 years; he and his team are joining Financial Dimensions Group, a unit of Royal Alliance Associates.
Illinois RIA joins LPL from Securities America
Thomas Reynolds and Kathleen Gfrorer of Oakbrook-based Landmark Capital are closing their RIA to join LPL’s corporate RIA.
How rising interest rates cushioned IBDs in a stormy 2022
Meanwhile, over the past decade, the top 25 firms have essentially doubled the amount of revenue they generate.
Advisor Group makes rebranding campaign official
A new name is forthcoming, and the firm's eight independent broker-dealers will be merged under that new name in 18 months.
Advisor Group adds $212 million team from Cetera
Westlake Village, California-based Silverberg Wealth Management is joining NWF Advisory Group, which is affiliated with Royal Alliance.
