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Deals & Recruiting Roundup: CAPTRUST, LPL, Dynasty And More
M&A By CAPTRUST And South Atlantic; Recruiting By LPL, Stribling~Whalen, Raymond James And RBC; Appointments By Dynasty, Mercer And Bluerock; And Research By ECHELON, Cerulli And AssetMark
Summary as published by Wealth Solutions Report
More on CAPTRUST
CAPTRUST hub →Wealth Solutions Report · Nov 3, 8:05 AM ET
WSRIA Roundup: Wealth Enhancement, Concurrent, Beacon Pointe, Latigo And MoreWealth Solutions Report · Oct 30, 9:46 AM ET
CAPTRUST Adds About $1.1 Billion In Assets By Buying Washington RIACitywire RIA · Oct 30, 3:48 AM ET
Captrust acquires $1.1bn RIA in the Pacific NorthwestWealthManagement.com · Oct 29, 6:00 AM ET
Captrust Acquires $1.1B Pacific Northwest RIA
More on LPL Financial
LPL Financial hub →Kitces.com · Nov 3, 7:06 AM ET
Optimizing A $160M AUM Solo Practice For Client Impact Over Scale: #FASuccess Ep 514 With Nick IbelloWealth Solutions Report · Nov 2, 7:00 AM ET
Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”Financial Advisor IQ · Nov 1, 11:01 AM ET
RIA Firm with $1B Goes W-2 with OsaicFinancial Advisor IQ · Nov 1, 11:01 AM ET
Northwestern Mutual Loses $525M FA Team to LPL
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