March 21, 2024
LPL Financial has welcomed the addition of Nolan Venable to its team. Operating out of Lafayette, Louisiana, Venable transitions to LPL with approximately $150 million in assets, previously managed...
March 20, 2024
LPL has added The McAnally Investment Group from Wells Fargo. They manage around $250 million and are based in Booneville, Mississippi. The team includes leader, J. Mark McAnally, his sons Josh and...
March 20, 2024
The Li Group has transitioned from Morgan Stanley to Wells Fargo in Worcester, Massachusetts. They managed approximately $169 million in assets and generated $1.8 million in annual revenue while at...
March 19, 2024
Caprock has acquired Grey Street Capital, a boutique advisory firm based in Chicago with $2.2 billion in client assets. This marks Caprock's first acquisition while increasing its assets under...
March 19, 2024
Carson Group has acquired a two-advisor team from Elk River Wealth Management, marking its second wealth deal in 2024. The team, composed of David Carroll and Jon Springer from Elkhorn, Nebraska,...
March 18, 2024
Tampa-based Concurrent Investment Advisors has three new advisors in January: Ramin Abrams, Glenn Holmes, and Sean O’Neill, who collectively bring $365 million in client assets. Glenn Holmes and Sean...
March 18, 2024
Sheila Ryan has been promoted to the role of president of Colony Wealth Management, one of Focus Financial Partners' largest affiliates, The Colony Group. In her new position, Ryan will oversee the...
March 15, 2024
A significant family advisor team from UBS has transitioned to Baird's Private Wealth Management unit, overseeing around $680 million in client assets. This team is part of The Palm Financial Group,...
