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This Week in Wealth Management M&A The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021. According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue? While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens. Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets. ....
LPL recruits $800 million advisor team from Kestra financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
LPL Financial Welcomes Financial Advisor Kip Adams and Team CHARLOTTE, N.C., April 14, 2021 (GLOBE NEWSWIRE) LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Kip Adams and his team have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with HUB Retirement and Wealth Management. Adams reported having served approximately $800 million in retirement plan, advisory and brokerage assets . He joins LPL from Kestra Financial. Based in Fort Worth, Texas, Adams is the Retirement and Private Wealth practice leader for Gus Bates Insurance & Investments, a division of HUB International Texas. His team includes retirement plan advisor Blake Hiett, wealth advisor Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members. The firm was recognized in 2020 as a National Association of Plan Advisors (NAPA) Top DC Advisor Team . ....