National wealth platform Osaic acquires $360M Tampa Bay adviser group
The firm is joining a new division Osaic launched in 2023 after recruiting a top executive from local competitor Dynasty ...
A $6 Billion Merrill Wealth Manager Urges A Slow And Simple Approach
At this NYC advisory, preserving wealth takes precedence over hitting home runs. Firm: Merrill Private Wealth Management ...
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Prime Capital Gains Foothold in Atlanta with $1B RIA
Prime Capital, which rebranded last year, has brought on full-service RIA Sugarloaf Wealth Management’s offices in Duluth and Athens, Ga., marking its first foray into the state. The RIA will keep its ...
LPL Financial: Lex Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that financial advisors Carmen M. Lex Jr. and Chris Lex have joined LPL Financial’s broker-dealer, Registered ...
JPMorgan’s Barnum Says Focus on Succession ‘as High as Ever’
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum said the bank’s board remains focused on succession and has a deep ...