Merit Buys $1.1B Commonwealth Practice in Western NY
Merit Financial Advisors, an Atlanta-based RIA overseeing almost $33 billion, has acquired a family-run practice in a Buffalo,…
Retirement-focused Wichita team with $385M exits Wells Fargo for LPL
Three advisors focused on retirement income distribution leave Wells Fargo for LPL’s broker-dealer and RIA platforms. A Kansas-based…
Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Teams head for W-2 independence models with practices totaling almost $1B. Two advisory practices have made significant moves…
Advisor moves: Wells Fargo FiNet, LPL Financial, Raymond James, Janney, Ameriprise
Firms announce new recruits including wirehouse breakaways. Several major wealth firms have announced the addition of experienced advisors…