Is Your Firm Being Acquired Unexpectedly? This Advisor Can Relate
By John ManganaroStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
May 01, 2025
Summit Wealth Departs Commonwealth, Taps SEI for Custody ServicesThe breakaway announcement comes on the heels of LPL Financial's headline-grabbing acquisition of Commonwealth.
April 25, 2025
Ameriprise Closes Window on Advisor RecruitingVolatility helped increase the appeal of its technology and strength in the first quarter, the company noted.