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LPL to acquire Bruce Miller s Financial Resources Group

The deal valued at $140 million plus earnout payments will enable the No. 1 IBD to tap into an OSJ's growth while remaining its brokerage, custodian and RIA.

Waddell reedDan arnoldBruce millerSamantha sferasFinancial resources groupAdvisor groupFinancial resources group investment servicesCetera financial groupTerrana groupIntegrity marketing groupFinancial resources group bruce millerFort millSouth carolina based financial resourcesMariner wealthFinancial resourcesFinancial resource

Commonwealth recruits $1 4 billion Strategic Financial

A retirement plan and wealth practice spanning $1.4 billion displays how independent moves in 2022 are keeping up with or even surpassing those from 2021.

Cedar rapidsUnited statesDes moinesSteven braggBrian brandtJeff haugseBert mcclintockMichael terranaLarry witzelBecca hajjarDavid spanierCommonwealth financial networkTerrana groupStrategic financial solutionsLabor departmentCommonwealth financial

Hays Breard Financial Group leaves LPL for Cetera

Teams are taking longer to switch brokerages as the pandemic recedes and advisors return to the office, according to John Pierce, the firm’s head recruiter.

Anna bevinsHays breardRaymond jamesMichael breardPatrick cavanaughJennifer gosnayJohn pierceRay haysSamantha sferasCetera advisor networksHays breard financial groupSummit financial networksCetera financial groupTerrana groupBaton rougeLouisiana based hays breard financial group

Private Advisor Group, Integrated Partners grow with LPL

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

United statesRobert sandrewTim belloRaymond jamesAllison ellstromSamantha sferesLouis diamondPaul saganeyKent welbornAdvisor groupGoldman sachsCetera financial groupTerrana groupNorthwestern mutualWealth enhancement groupNew jersey based

Cresset adds ex-J P Morgan Private Bank advisors

Cresset adds ex-J P Morgan Private Bank advisors
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Cook countyUnited statesVanessa ramichKevin mcguireMichael terranaDoug reganDan biondiSarah burneyJake schwinnJp morgan private bankAmerican arbitration associationCircuit courtTerrana groupCresset asset managementPrivate bankChicago based terrana