Advisor moves: LPL scoops up $700M Wedbush team in Texas

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Aug 26, 2025

Elsewhere, Osaic extended its reach in Knoxville with a former TrustFirst team, while Raymond James scored another win in the war for Commonwealth advisors.

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If your RIA is mid-sized with strong fundamentals, PE firms may have you in their sights

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Advisor moves: LPL scoops up $700M Wedbush team in Texas

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Fidelity unveils new client intelligence, digital onboarding tools for advisors

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Fidelity unveils new client intelligence, digital onboarding tools for advisors

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