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Cerulli: Independent RIAs to Outpace All Other Channels by 2028 Cerulli: Independent RIAs to Grow 4% Through 2028

The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.

byAlex Ortolani, Senior Reporter

Feb 13, 2025

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1 Min Read

Diamond Podcast for Financial Advisors Sweet Financial Partners Brian Sweet Louis Diamond

Professional Development

The Diamond Podcast for Financial Advisors: The Lifecycle of a Billion Dollar Business The Diamond Podcast: The Lifecycle of Sweet Financial Partners

byLouis Diamond

Feb 13, 2025

Chris Lex Carmen Lex

Brothers Launch New RIA with LPL; Bluespring Adds Independent RIA LPL, Bluespring Make RIA Additions

byAlex Ortolani

Feb 11, 2025

1 Min Read

Osaic Adds $360M Firm to W-2 Affiliation Channel Osaic Adds $360M Firm to W-2 Affiliation Channel

byDiana Britton, Moderator

Feb 7, 2025

1 Min Read

LPL CEO Rich Steinmeier

LPL’s New Leader Moves Past CEO Firing With Eye on Firm’s Growth New LPL CEO Keeps Eye on Firm Growth

Feb 6, 2025

1 Min Read

IAA President Matt Lampman

One-time Unpaid Intern Becomes President of $4.8B IAA $4.8B IAA Promotes Former Intern to President

byAlex Ortolani

Feb 6, 2025

1 Min Read

Osaic signage city

Industry News & Trends

Osaic Is Focus of Latest Cash Sweep Class Action Suit

Osaic Is Focus of Latest Cash Sweep Class Action Suit

byPatrick Donachie, Senior Reporter

Commonwealth Financial building

Commonwealth Snags $320M Advisor from Cambridge

Commonwealth Snags $320M Advisor from Cambridge

byDiana Britton, Moderator, Managing Editor

LPL Financial signage Q4 earnings

Acquisitions Fuel LPL Q4 Recruiting Results

Acquisitions Fuel LPL Q4 Recruiting Results

byDiana Britton, Moderator, Managing Editor

Raymond James CEO Paul Reilly

Raymond James Sees Recruiting Cool; Ameriprise Adds 91 Advisors

Raymond James Sees Recruiting Cool, Ameriprise Adds Advisors

byAlex Ortolani, Senior Reporter

Stifel CEO Ron Kruszewski

Stifel Slows Advisor Growth Even as Wealth Revenue Hits Record

The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.

byAlex Ortolani, Senior Reporter

LPL financial building signage

$1B California Team Jumps From Osaic to LPL

$1B California Team Jumps From Osaic to LPL

byPatrick Donachie, Senior Reporter

Osaic IBD signage

Osaic Adds $6B Navy Federal Investment Services To Institutions Platform

Osaic Adds $6B Navy Federal Investment Services To Institutions Platform

byPatrick Donachie, Senior Reporter

Janney Montgomery Scott CEO Tony Miller

Janney Montgomery Scott Names New CEO

Janney Montgomery Scott Names New CEO

byDiana Britton, Moderator, Managing Editor

LPL Financial company sign

LPL Wins $540M Group from Osaic

LPL Wins $540M Group from Osaic

byDavid Bodamer, Executive Editor, Investments

Trinity Financial Partners Merit Financial

Merit Financial Lands $603M Pennsylania Firm

Merit Financial Lands $603M Pennsylania Firm

byPatrick Donachie, Senior Reporter

Adam Antoniades Cetera Financial Group

Cetera CEO Adam Antoniades to Step Down By Year-End

Cetera CEO Adam Antoniades to Step Down By Year-End

byDiana Britton, Moderator, Managing Editor

Stifel office

B. Riley to Sell Portion of Wealth-Management Unit to Stifel

B. Riley to Sell Portion of Wealth-Management Unit to Stifel

bySteve Dickson

LPL’s New CEO Outlines Top Priorities

LPL’s New CEO Outlines Top Priorities

byDiana Britton, Moderator, Managing Editor

The Quarry Lake Group

RBC Grabs $1B+ Baltimore Team from Morgan Stanley

RBC Grabs $1B+ Baltimore Team from Morgan Stanley

byPatrick Donachie, Senior Reporter

Private Advisor Group Office

Private Advisor Group Launches Greenhouse Technology Platform

Private Advisor Group Launches Greenhouse Technology Platform

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Richard Smalley and Ali Girardi

RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors

RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors

byPatrick Donachie, Senior Reporter

Kestra Financial

Kestra Adds $1.4B Florida Team From B. Riley

Kestra Adds $1.4B Florida Team From B. Riley

byDiana Britton, Moderator, Managing Editor

Raymond James office

Raymond James Nabs $1.3B Texas Advisor From Merrill Lynch

Raymond James Nabs $1.3B Texas Advisor From Merrill Lynch

byPatrick Donachie, Senior Reporter

Dougherty, Tedesco & Associates LPL

LPL Snags $800M Cincinnati Team From Osaic

LPL Snags $800M Cincinnati Team From Osaic

byDiana Britton, Moderator, Managing Editor

Raymond James building

Raymond James Adds $1B Team From Merrill Lynch

Raymond James Adds $1B Team From Merrill Lynch

byDiana Britton, Moderator, Managing Editor

LPL Board Names Rich Steinmeier CEO

LPL Board Names Rich Steinmeier CEO

byDiana Britton, Moderator, Managing Editor

businesswoman silhouette

Realta Wealth Hires New Head of Advisor Relations From Cetera

Realta Wealth Hires New Head of Advisor Relations From Cetera

byDiana Britton, Moderator, Managing Editor

LPL Financial Ameriprise lawsuits

Lawsuits Pit Ameriprise, LPL in 'Economic War' Over Advisor Recruiting

Lawsuits Pit Ameriprise, LPL in 'Economic War' Over Advisor Recruiting

byPatrick Donachie, Senior Reporter

Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management

Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Osaic CFO Kristy Britt

Osaic Hires CFO From Thomson Reuters

Osaic Hires CFO From Thomson Reuters

byPatrick Donachie, Senior Reporter

Kestra Financial

Stone Point Takes Majority Stake in Kestra

Stone Point Takes Majority Stake in Kestra

byDiana Britton, Moderator, Managing Editor

Charles Monat office

Broker for the Wealthy, Charles Monat, Is Said to Consider Sale of the Business

Broker for the Wealthy, Charles Monat, Is Said to Consider Sale of the Business

byManuel Baigorri

Air Capital Wealth Management LPL Financial

$685M Kansas Team Joins LPL from Merrill

$685M Kansas Team Joins LPL from Merrill

byPatrick Donachie, Senior Reporter

cetera office

Cetera Acquires Protective Life’s B/D, RIA Business

Cetera Acquires Protective Life’s B/D, RIA Business

byPatrick Donachie, Senior Reporter