With a diverse mix of advisors, Investment Advisors Financial Group has joined LPL's broker-dealer, RIA and custodial platform. This move signals a strategic partnership that will bring together the expertise of both organizations to better serve clients and provide a wider range of investment options.
Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins a new firm. These recent acquisitions and additions highlight the dynamic and constantly evolving landscape of investment advisors and financial services.
A new generation of independent advisors is leaving RIAs to start their own firms or join an existing one. This trend reflects the desire for autonomy and innovation among advisors, as well as the increasing demand for personalized and tailored financial services.
Mount Yale Investment Advisors LLC lifted its position in shares of Sanofi (NASDAQ:SNY) by 44.3% during the 1st quarter, showcasing the strategic decision-making and investment prowess of experienced advisors.
NEW YORK, July 29, 2024 (Newswire.com) - Magnus Financial Group LLC, a registered investment advisory (RIA) firm, has gained further recognition and credibility in the financial industry.
LRI Investments LLC Takes Position in Cardinal Health, Inc. (NYSE:CAH) at Defense World, demonstrating the strategic investment moves made by reputable advisory firms in the market.
F.L. Putnam Investment Management Co. has acquired three registered investment advisor firms in the Northeast, adding $1.25 billion in assets under management. This expansion highlights the growth and consolidation within the advisory industry.
LPL Financial LLC has announced that the advisors of Investment Advisors Financial Group have joined LPL Financial's broker-dealer, showcasing the continued partnership and collaboration among industry leaders.
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business, indicating a focus on growth and expansion in the wealth management sector.
