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A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.September 19
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The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.September 12
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At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.August 28
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Bleakley Financial has recruited advisors with $750 million in client assets since January 2018 alongside LPL’s substantial recent grabs.August 15
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At least two clients said they received calls from the advisor where he discussed his departure from the firm, according to the complaint.July 31
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Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.July 31
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Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.July 26
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Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.July 24
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Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.July 15
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Robert Limmer made the move after less than a year at Gladstone Wealth Group.July 12
