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Newsmakers & Roundups
Top news condensed from across the wealth management space
Notes from Larry: I’ve assembled my personal picks of top news throughout the wealth management space – And why you should care.
177 posts
LaSalle Takes Chicago Firm From Atria
LaSalle St. Recruits $550 Million Horwitz & Associates LaSalle St. announced that Horwitz & Associates joined its network.…
Commonwealth Recruits $3 Billion Firm From Lincoln
San Diego Advisory Firm Mammini Company Serves Labor Unions And Corporate Retirement Plans, Anticipates Expansion Commonwealth Financial Network…
Recruitment Roundup: Steward Partners, Morgan Stanley, RMB Capital And More
Goldman Sachs Helps Breakaways Exit Morgan Stanley. Osaic, LPL And OneSeven Recruit Advisors. Curi Merges With RMB. Waverly…
Osaic, Through The AmeriFlex Group, Adds Nearly $500 Million In Assets
The Meckenstock Group Brings 10 Financial Advisors From Independent Financial Group While Jeffrey McNaney And Lucas Dancy-Cabeal Join…
Recruitment Roundup: Carson, Savant, Mariner, Edelman And More
Carson, Helium And Savvy Recruit Advisors. Savant, Mariner And Edelman Conduct Acquisitions. LPL Launches HNW Affiliation Model. tru…
$650 Million Morgan Stanley Team Departs, Chooses Goldman Custody
Newly Formed Boston-Area Firm – Stablepoint Partners – Serves Entrepreneurs, Families And Executives Braintree, Massachusetts-based Stablepoint Partners announced…
Invest In Others Appoints 4 Industry Veterans To Board
Foundation Expands Board Of Directors To Support Continued Growth Of Charitable Activities The Invest in Others Charitable Foundation…
Prospera Expands Succession Planning Services For Advisors
Prospera Financial Services Expands Its ‘Succession Your Way’ Suite, Now Offering Options For Developing Associates, Advisor Transitions And…
Recruitment Roundup: Cetera, Wells Fargo, Raymond James, Atria, WEG And More
Cetera, Wells Fargo, Robertson Stephens And Coldstream Recruit Advisors. WEG Acquires Retirement Advisory Group. Hightower Invests In Resource…
Adviser Investments Rebrands As RWA Wealth Partners
Firm Elevates Its Integrated Wealth Management, Tax Advisory And Planning Services To High Net Worth And Ultra-High Net…