Tom Payant has been in the industry since 1977, when he registered with CG Equity Sales Co., according to his BrokerCheck record. He has also been registered with Travelers Equities Sales, American ...

The Denver-based aggregator is acquiring Financial Partners Group, a Nashville-area firm with $660 million in assets.

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

LPL Financial (LPLA) announced that financial advisors Jared Roskelley and Kyle Robertson of Jackson/Roskelley Wealth Advisors have joined LPL ...

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 ...

Mercer Advisors' dedicated client development function allows advisors to devote their time and energy to serving their existing clients, instead of finding new ones. Client development professionals ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...

We recently compiled a list of the 12 Best Low Risk High Growth Stocks to Invest In. In this article, we are going to take a ...