Deals & People

Prime Capital Financial hires Ekaterina Sheliga; American Beacon selects Matthew Tripp as vice president, senior client portfolio manager; ASPPA, ARA...

Osaic snags $2.3 billion team from LPL; Beacon Pointe Advisors acquires 3 RIA firms; Wealth Management duo joins CAPTRUST; and...

He will remain in the role until the asset management industry advocacy group picks his successor.

While DeVoe & Co. separately tracked a slowdown in sales of registered investment advisers, both firms view the acquisition market...

FLX Networks adds 2 to advisory board; Carson Group hires divisional president of integrated channel; Truxton appoints portfolio manager; and...

CAPTRUST adds $3 billion team; Waverly Advisors acquires MCS Family Wealth Advisors; LPL acquires 2 separate teams; and more.

The former editor oversaw Barron’s financial adviser rankings.

PLANADVISER is asking for help in identifying the best retirement plan advisers in the country. If you work with or...

Kourtney Gibson left at the end of September, following four years with the company.

Fiduciary Trust International adds 2 relationship managers; IRI appoints chief government, political affairs officer; TCW Group names managing director; and...

Cerity Partners acquires Echo Wealth Management; LPL Financial acquires 2 advisory firms; Bluespring Wealth’s newly acquired firm enters merger; and...

CFP Board elects 3 to board of directors; Lear appoints Eric Stephenson as director of research; The Standard hires Taylor...

LPL Financial acquires Lakewood Wealth Management; 2 teams join OnePoint BFG; 2 Carson Group wealth advisers launch Heritage Financial; and...

As executive director, she succeeds the founder of the retirement plan consulting firm member organization.

Sage Mountain names Danica Griffith chief growth officer; Edward Jones hires Vanguard’s data chief; Mercer Advisors announces new chief platform...

Onur Erzan, currently the firm’s president, will succeed Seth Bernstein in 2027.

Market observers agree that the underlying causes of advisory firm mergers and acquisitions remain strong.

The company aims to highlight the expansion of its wealth management business.

Kurt Fauerbach, the outgoing head of workplace business, is retiring after 18 years with the firm.

Modern Wealth acquires AWA Wealth Management; Cerity Partners to acquire 3 firms;  Merit Financial Advisors taps $888M adviser team; and...