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RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.

Long islandUnited statesRhode islandNew jerseyNew havenWest hartfordNew yorkDestinee chuppJack phelpsAdam johnstonGlenn mealeyAmanda giuseppeEmily demersJenny souzaFrank mckiernanJ michael costello

Toledo-Based Financial Design Group Makes Move to LPL Financial Platform

CHARLOTTE, N.C., April 03, 2023 LPL Financial LLC announced today that Financial Design Group , an OSJ led by partners Mike Clements, AIF®, and Jason Strasser, has joined LPL. | April 3, 2023

United statesMichael clementsJason strasserJim strasserMike clementsScott posnerInvestor relations or pressKehrer bielan research consulting annualFinancial institution market shareBusiness developmentCerulli associatesFinancial design groupSecurian financial services incSecurian financial servicesFinancial designChief operations officer

Record 793 nominations for PA s Women in Financial Advice Awards 2022: The full list

Professional Adviser is delighted to unveil the 'long list' of some 762 women and 31 companies nominated across all the categories in the 2022 Women in Financial Advice Awards.

South gloucestershireUnited kingdomBorough of cheshire eastCharles stanleyZohul malikzadaRobertson baxterChristine amandaBryant hall toddIrwin mitchellBrewin dolphinFinancial services administratorSpringfield financial servicesLine partnership groupVerve groupSterling financial servicesInvestment communications

Record 798 nominations for PA s Women in Financial Advice Awards 2022: The full list

Professional Adviser is delighted to unveil the 'long list' of some 767 women and 31 companies nominated across all the categories in the 2022 Women in Financial Advice Awards.

South gloucestershireUnited kingdomBorough of cheshire eastCharles stanleyZohul malikzadaRobertson baxterChristine amandaBryant hall toddIrwin mitchellBrewin dolphinFinancial services administratorSpringfield financial servicesLine partnership groupVerve groupSterling financial servicesInvestment communications

Third set of PA Awards 2022 shortlists: Best Adviser Website, Best Adviser Marketing Initiative and more

Professional Adviser is proud to publish the third set of shortlists for the PA Awards 2022.

City ofUnited kingdomCharles stanleyKellands haleRobertson baxterBecketts financial servicesTechnology providerLathe co wealth advisersLewis brownlee financial servicesModel officeSquare mile investment servicesAdvice networkMarketing initiativeTenet groupAdviser firm of the yearRising star

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