LPL Nabs $1B Advisory Team From Osaic in California

Published on January 30, 2025

Salient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.

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Orion-Pontera Integration Connects Advisors With Clients' Retirement Accounts

January 29, 2025
The solution enables the rebalancing of clients' retirement accounts within Orion's trading platform.      Related StoriesOrion-Pontera Integration Allows Direct 401(k) Trading by AdvisorsSequoia Buys $3.8B Carlson Capital in MinnesotaIntegrated Partners Buys $1B Retirement Firm in San Diego

Pitcairn Announces First Acquisition in 102-Year History

January 30, 2025
The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.