Raymond James Adds 3 Teams With $2B in Assets
By Janet LevauxThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 31, 2025
Recruiter Tells Commonwealth, LPL Advisors: Don't PanicWhile the acquisition will have broad implications, LPL is an "absolute pro" at integrating advisors, Louis Diamond says.
March 31, 2025
LPL Is Buying Commonwealth for $2.7B. What Happens Next?The integration of two broker-dealers "with different cultures and technologies presents significant hurdles," said a consultant.
March 31, 2025
LPL to Buy Commonwealth Financial for $2.7B, Forming $2T Broker-DealerThe all-cash deal creates an independent broker-dealer with up to 31,788 advisors.