Brian M. Woods Financial Services, which oversees 30 advisors and $1.6 billion in assets, decided to jump ship to LPL Financial, after the firm's b/d, Voya, was acquired by Cetera.
Devoe & Co. CEO David DeVoe on what's driving the biggest changes in the RIA industry.
The deal represents a continuation of Stratos' acquisition strategy, which is to take nonvoting minority interests in RIAs and offer them the same infrastructure that's available to its affiliated advisors.
Advisor Larry Boggs has launched his new firm with LPL Financial’s Strategic Wealth Services.
The mergers, acquisitions and advisor moves you may have missed the week of June 14 to 18, 2021.
CUNA Mutual will become one of LPL Financial's largest clients, with 550 advisors and $36 billion in assets.
The advisor moves, acquisitions and mergers you may have missed the week of June 6 to 11, 2021.
Carolyn Armitage, former managing director at M&A consultant Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.