EP Wealth also expanded in Phoenix with a father-and-son led planning firm, while Integrated Partners extended its reach in Michigan.
The Connecticut practice, led by two LPL veterans, arrives as Cetera steps up its charm offensive for advisors seeking new affiliations.
Coasting off its summer rebrand, the New Jersey-based RIA is leaning on its W2 advisor equity model and Rise Growth backing as it builds out a national footprint.
Experts hired by Tony Hsieh’s more than $500 million estate point to alleged forgeries, nonexistent witnesses, and missing records as they call for the document to be scrapped.
Elsewhere, mega-RIA Mercer Advisors expanded in Idaho with a female-led boutique firm, while AssetMark adds another $3 billion in client assets.
New estate and retirement income tools widen the planning playbook for Cetera’s 12,000 advisors, with an eye on tax, financial security, and multi-generational relationships.
Data show firms overwhelmingly "draft" and develop junior advisors in-house, but C-level leaders say senior hiring can bring strategic wins for ensemble-based practices.
Raymond James is turning to the longtime asset management executive to steer its multi-boutique platform while supporting an aggressive ETF build-out.
Launch comes amid post-GENIUS Act push by Wall Street firms to bring money-market strategies and collateral tools onto public blockchains.
An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial Group's latest hires include an ex-Citi Private Bank leader who previously oversaw $3.6 billion in client assets.
