Schorsch’s RCAP to Take Big Stake in E-Document Firm Docupace
The Docupace investment is intended to help affiliated independent advisors streamline workflow while bringing RCAP a recurring revenue stream.
Schorsch's RCAP Buys Girard, Nears 10,000 FAs
RCS Capital moves to add Girard Securities to the expanding Cetera Financial Group of IBDs led by Larry Roth.
Schorsch's RCS Rebrands IBD Unit, Stays With Pershing
The unit, renamed Cetera Financial, will include expanded marketing platform and consulting services, Cetera CEO Larry Roth said.
Schorsch’s RCAP Buys Another IBD, Reports Q2 Results
VSR Group will join RCAP’s Cetera Financial group, boosting its advisor count to more than 9,200.
FSI Taps Cetera, First Allied Exec as Vice Chairman
Adam Antoniades takes on a new role at FSI, while Richard Lampen of Ladenburg Thalmann gets a new title as well.
LPL, Cetera Reshuffle Leadership
Independent broker-dealer LPL Financial says Chief Marketing Officer Joan Khoury is leaving the firm and that two executives will step into new roles within its Advisor & Institution Solutions Group. Mimi Bock will become managing director for Client Experience and Training, taking over responsibilities previously handled by Khoury, while Ryan...
AIG Advisor Group CEO: ‘Comfortable With Parent Company’
The organization, a possible Schorsch target, is hosting its annual Women’s Conference this week with a focus on growth.
New Hire Roundup: AIG Advisor Group Names Couch EVP of National Sales
Also in new hires, Atlanta-based Wealth & Pension Services Group has hired James Larson II as head of its new office in South Florida.
Cetera Advisors Names New President
Erinn Ford's appointment comes one week after Valerie Brown left Cetera Financial and Larry Roth was named head of its IBD operations.
Schorsch-Led Group to Buy Strategic Capital
RCS Capital aims to expand the alternative products it offers advisors and their retail investor clients.