February 26, 2024
The Retirement Planning Group (TRPG) has acquired 100% of the assets of Dightman Capital Group, Inc., an RIA based in Overland Park, Kansas. Brian Dightman, President of Dightman Capital Group, will...
February 23, 2024
Pettinelli Financial Partners, a large financial advisor team based in Redwood City, California, has moved from Osaic Wealth to Stratos Wealth Partners. The team, led by founder Dennis Pettinelli and...
February 22, 2024
David Eisenhauer, a financial advisor who managed approximately $450 million in client assets at Northwestern Mutual, has left the broker-dealer to start his own firm, Greykasell Wealth Strategies....
February 21, 2024
Allworth Financial has acquired Brennan Asset Management, a registered investment advisor based in Redding, California. Robert Brennan, the founder and CEO of Brennan Asset Management, expressed his...
February 21, 2024
Cubby Bice has recently shifted his practice, Bice Wealth Management, to LPL Financial. Bice made this move from Osaic to leverage LPL's broker-dealer, RIA, and custodial platforms, bringing along...
February 20, 2024
Prospera Financial Services, a boutique wealth management firm, has broadened its network through the inclusion of Painter, Smith & Amberg, Inc. The team is led by advisors Charles Painter, David...
February 20, 2024
Raymond James has added two financial advisors, David Behar and David "Dave" Nagel, from Morgan Stanley, forming the Behar-Nagel Group within Raymond James & Associates in Hallandale Beach, Florida....
February 16, 2024
Pathstone has acquired Crestone Capital, a Boulder, Colorado-based registered investment advisor firm managing over $3 billion in client assets. Crestone, established in 1991 by Eric Kramer, focuses...
