Advisor Channels

A $2 billion AUM wealth management team based in Newport Beach, Calif., joins UBS.

The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.

NorthShore Financial Strategies, an all-woman team previously with Wells Fargo Advisors Financial Network, is the first independent team to join LPL's SWS model, and the 14th since its inception.

It’s not just a function of employment status, it’s also about ownership and control.

The Catholic fraternal service organization will bring its investment strategies to individual retail clients for the first time.

NorthCoast Asset Management is the 10th RIA to join the Connectus consortium, Focus Financial Partners' shared services model.

Shoreline Wealth Management is the 13th team to affiliate with LPL through its Strategic Wealth Services model, which went live in April 2020 to lure breakaways.

Ancora, which recently waged a public proxy battle against Blucora, the parent company of Avantax, becomes the seventh partner firm to join Focus this year.

Fresh off a capital infusion from the Pritzker Organization, Steward CEO Jim Gold, Goldman Sachs' first RIA custodial client, is looking to invest in other RIAs.