LPL Financial LLC has announced that Charter Oak Wealth Partners, which manages approximately $600 million in assets, has joined its broker-dealer, RIA, and custodial platforms, aligning with Academy ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced that Kestra Financial-affiliated firm Front Porch Financial (Front Porch), has joined ...

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new ...

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of existing Kestra ...

Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced that Ascend Private Wealth Partners (Ascend) has joined its platform.

From left to right, financial planner Andrew Tudor joined Zenith Wealth Partners, the Philadelphia-based firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper. "We want to create a billion ...

The capital infusion will support expansion of the company’s platform and offerings through product innovation and strategic acquisitions In conjunction with the investment, Earned has acquired Thomas ...

Dynasty has proven its appeal for independent-minded RIAs once again as it welcomes a multibillion-dollar firm from Raymond James to its network. Dynasty Financial Partners announced Tuesday that ...

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, today announced that its wealth management affiliate, Triad Wealth ...

WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Capital, LLC, DBA Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today ...

New York City-based RIA Future You Wealth has been acquired by the finance content giant NerdWallet, as the publicly-traded firm expands further into wealth management services. Future You Wealth, ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...