Small RIAs Want Capital Without Giving Up Control. LPL Is Watching
LPL sees a minority-capital opening for smaller RIAs as deal sizes shrink and advisors seek growth funding without selling control.
Cambridge Took A Minority Stake In AmeriFlex. The Real Story Is Advisor Succession
Cambridge made a minority investment in AmeriFlex to scale SuccessionFully, showing how advisor succession is becoming a major wealth platform battleground.
A Multigenerational Planning Team Left LPL For Cetera. Here’s Why It Matters
Cetera added Oestriecher Financial Management from LPL, showing how tax-centric planning and succession support are shaping advisor recruiting.
Osaic Turns A 40-Year Relationship Into A W-2 Succession Play
Osaic moved longtime partner Bard Financial into its W-2 channel, showing how succession and support are reshaping advisor affiliation.
RBC Opens A New Georgia Wealth Beachhead With A $430M UBS Team
RBC opened an Alpharetta branch with a $430M UBS team while Osaic and Carson added advisors through platform and succession moves.