RIAs · 14h ago
The Mather Group Expands in Dallas-Fort Worth via Legacy Consulting Deal
RIAs · 17h ago
Carson Group acquires $410M New Jersey RIA Foran Financial
Broker-Dealers · 1d ago
Wells Fargo FiNet recruits $580M Ameriprise team; LPL, Raymond James add advisors
RIAs · 1d ago
Cresset hires ex-Blackstone strategist Joe Zidle as chief market strategist
RIAs · 1d ago
Independent platforms add $1.5B in assets via advisor team hires
Broker-Dealers · 2d ago
Osaic, Cetera, Raymond James add advisors with $650M in combined assets
RIAs · 2d ago
AlphaCore acquires $400M Delaware RIA to expand Mid-Atlantic footprint
RIAs · 2d ago
Mesirow Wealth Hires Morningstar's Arnold to Lead Investment Solutions
Broker-Dealers · 3d ago
LPL recruits $1.1B Georgia RIA from Wells Fargo FiNet; wirehouse adds $410M UBS team
Wirehouses · Oct 5
Northern Trust recruits Citi and BNY private bankers for Northeast growth
Broker-Dealers · Oct 5
Merrill, Raymond James, UBS, Prime Capital recruit advisors managing $1.2B
RIAs · Oct 2
Procyon and Savant Expand with $628M in Combined RIA Acquisitions
Practice · Oct 2
KeyBank recruits Wilmington Trust veteran as Key Wealth COO
RIAs · Oct 1
Cerity Partners expands with three acquisitions totaling $2B in assets
Broker-Dealers · Oct 1
Wells Fargo FiNet adds $1.3B UBS team; LPL, Cetera also gain advisors
Wirehouses · Oct 1
Two wirehouse veterans with $1.1B combined assets join Denver RIA
RIAs · Sep 30
Hightower Signature Wealth, NorthRock, OnePoint BFG close Q3 with $1.3B in additions
RIAs · Sep 30
Carson, Mesirow, DayMark Add Advisors in Ohio, Illinois, Florida
Broker-Dealers · Sep 28
Northern Trust expands family office unit with two senior New York hires
Broker-Dealers · Sep 25
Raymond James, UBS, Ameriprise recruit $3.2B in advisor moves
RIAs · Sep 25
Verdence Capital Advisors hits $5B AUM with Harvest Investment Consultants deal
Fintech · Sep 25
AllianceBernstein CEO transition, Broadridge, Wedbush, Alaris make senior hires
Broker-Dealers · Sep 24
LPL Reels In $430M Texas Trio; &Partners, Cetera Add Teams
Broker-Dealers · Sep 24
Raymond James and Baird Lure Veteran Teams Managing $800M
Wirehouses · Sep 24
Wells Fargo COO Scott Powell to Succeed Derek Flowers as Chief Risk Officer
RIAs · Sep 24
Edelman Financial Engines taps Empower veteran Tina Wilson as chief retirement officer
Wirehouses · Sep 23
RBC recruits $2B BofA Private Bank team in La Jolla; Merrill, Wells add advisors
RIAs · Sep 23
Captrust absorbs two Long Island firms with $1.2B in combined assets
Broker-Dealers · Sep 22
LPL recruits two Utah teams with $1B from Northwestern Mutual
RIAs · Sep 22
Mercer Advisors names Cynthia Loh as first chief platform officer
RIAs · Sep 22
EP Wealth names new CFO, client chief as assets top $50B
RIAs · Sep 22
Hightower names ex-Vanguard exec president, reshapes Signature Wealth leadership
RIAs · Sep 22
Composition Wealth adds GC and head of advisors to support $12B growth
Broker-Dealers · Sep 21
Concurrent recruits $425M Houston team from Raymond James, AUM tops $23B
RIAs · Sep 18
Crescent Grove Advisors promotes Andrew Krei to CIO as $5B RIA builds next-gen leadership
Broker-Dealers · Sep 17
Sanctuary Wealth recruits estate, M&A, and marketing specialists to bolster partner services
RIAs · Sep 15
Choreo names Kelly O'Donnell chief people and transformation officer
RIAs · Sep 11
Mercer Advisors expands Atlanta team with Northern Trust veteran
Fintech · Sep 11
CogniCor adds six board members as RIA AI adoption drives headcount gains
Broker-Dealers · Sep 11
Merrill, Raymond James, Wedbush, LPL Add Advisors Managing $2.5B
Broker-Dealers · Sep 11
Arete Wealth launches investment bank unit led by veteran Kuruvilla
Practice · Sep 10
Hargrove hires Carson, Commonwealth estate planning veteran David Haughton
Wirehouses · Sep 10
JPMorgan, Merrill, Wells Fargo Add Advisors Managing $2.3B in Week of Wirehouse Moves
Broker-Dealers · Sep 10
Baird recruits $220M Edelman advisor for Chandler office as Arizona expansion continues
RIAs · Sep 9
BridgePort hires Osaic deal veteran Tina Decker to lead M&A push
RIAs · Sep 8
Beacon Pointe adds BlackRock, Vanguard veterans to new C-suite roles
Broker-Dealers · Sep 8
Prime Capital hires Glenmede's Hays to lead new endowment and foundation unit
RIAs · Sep 4
Maridea Wealth Management Enters Pennsylvania via Pultro Financial Acquisition
Wirehouses · Sep 4
Citi Wealth hires Apollo, BofA veterans as Q2 revenue climbs 13%
RIAs · Sep 3
Summit Wealth Group acquires Oregon RIA, adding $224M and entering Pacific Northwest
Broker-Dealers · Sep 3
Osaic, &Partners, Prospera recruit teams managing $1.2B amid Commonwealth-LPL merger fallout
RIAs · Sep 2
F.L.Putnam's record $1B deal marks first Wisconsin entry
Broker-Dealers · Sep 2
LPL, Raymond James, NewEdge recruit teams managing $945M
Wirehouses · Sep 2
UBS opens Irvine hub, recruits Bernstein team in Southern California expansion
RIAs · Sep 1
Merit Financial hires first CTO as $30B RIA pushes tech integration
RIAs · Sep 1
MAI Capital appoints Amy Brady as managing partner to spearhead AI and growth
Broker-Dealers · Sep 1
Oppenheimer recruits ex-UNC standout Joel Berry II for athlete advisory team
Broker-Dealers · Aug 31
Cetera recruits $2.1B Sierra Ridge from LPL, adding 40 advisors
Broker-Dealers · Aug 27
Osaic appoints Sayee Bellamkonda as first chief AI and technology officer
Broker-Dealers · Aug 27