Three new directors were elected to the National Association of Personal Financial Advisors' board.
The insurance broker and the record keeper team up to create a product for small retirement plans.
The San Diego tech firm will use the funds to expand its offerings to RIAs and explore registering as a broker-dealer.
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
The minority investment adds emerging markets expertise to Spouting Rock's multi-boutique mix.
The family-based team is joining the firm's employee unit and opening an office in West Fort Worth, Texas.
The independent broker-dealer is cutting the required investment in its Optimum Market Portfolios to $1,000 from $10,000.
Parsippany-based Headquarters Advisory Group's three principals will become financial planning consultants with Avantax Planning Partners.
The Glen Allen, Virginia-based firm was founded in 2015 and operates as Capstone Financial Partners.
Consilium Financial Group has used Merit's investment offerings and operational support since 2015.
