April 04, 2024
EP Wealth Advisors has acquired Wacker Wealth Partners, adding 22 team members and approximately $1.2 billion in managed assets. This acquisition enables EP to establish a presence in Central...
April 03, 2024
Joseph John "JJ" Marus and Lauren Norris, former advisors at Merrill Lynch managing $700 million in assets, have left the wirehouse to establish their own firm, Vincita Investment Partners, via...
April 03, 2024
A trio of Wells Fargo advisors, Erick Simonds, Eugene Sninski II, and Lisa Sninski, have joined LPL Financial, bringing with them $250 million in managed assets. The team is set to operate under the...
April 02, 2024
Raymond James has added a team of financial advisors from RBC Wealth Management, who managed over $1.1 billion in assets. Through the shift, the advisors formed the Pahnke Wealth Management Group....
April 02, 2024
Stratos Wealth Advisors has expanded its team by acquiring a six-person group of financial advisors from RBC Wealth Management based in Reno, Nevada. This newly formed team will operate as Reno Tahoe...
April 01, 2024
UBS has extended its arms to The Bucher Group in Birmingham, Michigan. The new addition consists of the father-son advisor duo Matthew J. Bucher and Matthew M. Bucher, along with Client Service...
April 01, 2024
Raymond James has recruited financial advisor Joseph Martinez from Wells Fargo. Martinez joins the Raymond James Financial Institutions Division through Pinnacle Asset Management. Alongside...
March 28, 2024
Nicholas and Heidi Irwin, a married couple and financial advisors based in Lockhart, Texas, have transitioned to Avantax. They will join the Alliance Wealth Strategies firm, an Avantax affiliate,...
