Cetera Taps Ex-Equitable Exec to Lead Branch Office Model
By John ManganaroJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
April 25, 2025
Ameriprise Closes Window on Advisor RecruitingVolatility helped increase the appeal of its technology and strength in the first quarter, the company noted.
April 24, 2025
Advisor Who Left for Raymond James Breached Contract, TD AllegesAbout 30 clients with $48 million in assets left after Adam Bracy's departure, the bank says.
April 24, 2025
What to Make of LPL’s Loan Forgiveness Pledge for Commonwealth AdvisorsThe move was labeled an "interesting concession from LPL" by advisor, author and speaker Michael Kitces.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 22, 2025
What Advisors Should Know When Their BD Gets AcquiredCommonwealth is far from the only BD caught up in the ongoing consolidation wave, recruiter Jodie Papike says.