San Jose-based Hayes Financial will become the firm’s 11th office in the state.
Menninger & Associates Financial Planning, based in Norristown, Pennsylvania, will use the firm’s broker-dealer, RIA and custodial platforms.
Entire team at Atlanta-based Resource Planning Group will make the move to Mercer Advisors.
Just 4% of the 3,204 candidates took the test remotely. Registration for the March exam is open until Feb. 21.
Miami-based Diagonal Investment Office will be led by sector veterans Rodolfo 'Rudy' Rake and Santiago Rey.
David B. Whitacre joins the firm in Chicago after a decade with the wirehouse.
The deal for Ann Arbor-based Vintage Financial Services expands Mercer's presence in Michigan.
The application, called ‘Opportunities,’ is intended to prompt adviser-client communication.
ARC, based in Beverly Hills, California, provides compliance solutions for registered investment advisory firms.
The bank appointed David Sabow to succeed Platts as CEO of Silicon Valley Bank UK and head of EMEA.
