Deals & Moves: $43B Moneta Adds NJ RIA, $20B Waverly Acquires Former LPL Affiliate

Published on September 19, 2025

Partner-owned Moneta wins RIA not interested in PE-backed firms, Waverly lures an LPL team, a Wealth Advisor Growth Network firm makes a deal, and Cetera lures a bank client from LPL.

Continue reading on website
Other news

Test Ads Playground

September 19, 2025
This is a place we can test the ads.      Related StoriesWhat's Behind Matthews New Note Sale Platform

SEC Breakthrough Lets Grayscale Launch First Multi-Token ETF

September 19, 2025
The decision lets Grayscale Investments convert its Digital Large Cap Fund into an ETF.      Related StoriesSEC ‘Prioritizing' Trump's Push to Cull Quarterly ReportingMorgan Stanley to Boost Advisors' Monthly Pay, Reduce Deferred Comp in 2026Billionaire Tax Bill Is Back