Displaying 6 results
LPL lands advisor managing $165M at Cetera
New Jersey-based Frank Cangelosi will align with Gladstone Wealth Partners.
Scorching hot August for RIA M&A: Fidelity
New opportunistic buyers continue to enter the space, while serial buyers, those aggregators who have long dominated the market, are reportedly becoming more selective.
Integrity extends summer buying spree with Heartland purchase
Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.
Insurer Integrity adds $13 billion Gladstone to growing lineup
The life insurance and wealth management company is making its second acquisition in a week by picking up advisory firm Gladstone.
Bank rep serving $400 million goes indie with LPL
Scott Howell will open an office in Summit, New Jersey.
Morgan Stanley rep managing $200 million goes indie with LPL
The financial adviser Douglas Chin has affiliated with the independent broker-dealer through Gladstone Wealth Partners in Red Bank, New Jersey
