Displaying 12 results
Robbins cuts path that diversifies advice
Rita Robbins, the 2023 recipient of the Alexandra Armstrong Award for Lifetime Achievement, founded Affiliated Advisors 30 years ago, a ground-breaking move in a career that has created new opportunities for women.
One super OSJ affiliated with LPL acquires another
Gateway Financial Partners in Connecticut is buying Wisconsin-based Advisors’ Pride.
Bank rep serving $400 million goes indie with LPL
Scott Howell will open an office in Summit, New Jersey.
Practice managing $300 million at Lincoln Financial joins Cetera
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
Acquisition will create mega OSJ
Nashville, Tennessee-based GenXFinancial is acquiring Boston Partners Financial Group to form a $9 billion firm.
Billion-dollar UBS team in Chicago suburbs goes indie
The six-adviser team, Puzzle Wealth Solutions, is affiliating with LPL Financial through OSJ Gladstone Wealth Partners.
Duo managing $155M go indie with LPL
Mike Fuller and Rob Barber in Arroyo Grande, California, are leaving Raymond James and affiliating with LPL through OSJ Perennial Financial Services.
FSC adviser managing $200 million switches to LPL
Joel Drake in Des Moines, Iowa, is affiliating through The Wealth Consulting Group, an office of supervisory jurisdiction.
OSJ with $2 billion switches to Cadaret Grant from Securities America
Cedar Brook Group, led by William Glubiak, is based in Cleveland and oversees 20 licensed professionals.
Advisers managing $686 million affiliate with Raymond James
OSJ Boston Harbor adds two indie teams, as well as advisers from Morgan Stanley and Merrill Lynch.
Team with $583 million joins SagePoint from Kestra
Charles Stephen, an Albuquerque, New Mexico-based firm with four advisers, will affiliate through super-OSJ AmeriFlex.
Team managing $350 million makes U-turn to LPL
Foran Financial Group of Somerville, New Jersey, is rejoining the independent broker-dealer after spending six years at Raymond James.
