The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners.
The next exam, set for Nov. 2-9, will be offered both online and onsite.
Melanie Senter Lubin will start a one-year term as president of the North American Securities Administrators Association in September.
Ken South and his team open Tower 68 Financial Advisors in Newport Beach, California.
Here is a compilation of the rankings for top RIAs by nondiscretionary assets under management.
Commonwealth Advisory Group will be Mariner’s first office in Pittsburgh.
Personal Portfolio, based in Redwood City, California, previously was affiliated with Investment Architects.
About 40% of retirement plan participants say they're unsure how to make their money last, an American Century study finds.
The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.
The Boston-based firm will acquire Calabasas, California-based Legacy Wealth Partners.
