LPL Financial Adds $1B Cebert Wealth
By Rob BurgessThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.