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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
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The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.
February 23
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The team has formed Samara Capital and joined platform tru Independence.
February 13
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Morgan Stanley, Merrill Lynch and the other wirehouses gained and lost several standout recruits .
February 2
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The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31
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Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.
January 26
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Once a top-producing planner at LPL, Carson now possesses a direct line to the CEO.
January 20
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The RIA aggregator added its 43rd partner.
January 11
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Plus: A Morgan Stanley grab totals $410 milllion in combined AUM and more than 30 other job changes.
January 10
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The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20
