The three advisors at the San Diego–based Nautica Wealth Advisors had all previously been affiliated with the independent broker/dealer and are reconnecting with the company from Cetera.
Verus Capital Partners currently includes 30 financial advisors and is hoping to expand its reach throughout the country with the help of the independent broker/dealer.
The $503 million in AUM firm joins Advisor Group through SagePoint Financial.
Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.
The move puts him on the other side of the table at the independent broker/dealer LPL Financial, where he served as president until 2015.
John Gallagher and Mark Levin will be aligning with Gladstone Wealth Partners to establish Maverick Partners Wealth Management, which will be based out of Marlton, N.J.
LPL Financial's Rich Steinmeier discusses the firm's tech strategy for business owners and independent advisors.
Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors.
Lou Pelliccioni, who spent 17 years with Wells Fargo Advisors, is joining LPL Financial with his son Brice and daughter-in-law Amanda.
Steward Concepts, with $149 million in client assets, joins Ameriprise Financial in Rock Hill, S.C.
