For Steve Voss, who recently launched CPX, it was a life-altering event that challenged him to rethink how to help independent financial advisors scale their businesses.
Meanwhile, Americana Partners has expanded its own footprint in Nashville, while BIP boosts its presence in Atlanta.
Kathreen Alcorn joins the Cleveland-based RIA's C-suite with over two decades of experience, including senior leadership at Nasdaq.
New alliance strengthens Mercer's appeal to creative-sector high net worth clients.
More advisors from Commonwealth Financial Network among those on the move.
Raymond James adds group from Equitable Advisors, while LPL's Linsco channel lures an Atlanta-area duo from Truist.
The move will create a combined firm with $6.6 billion in assets while expanding Badgley Phelps' presence in the Seattle market.
Meanwhile, Carson Group seals its latest full acquisition in Pittsburgh, while Bluespring merges in another Kestra-affiliated firm in Virginia.
Tie-up is a natural evolution of a relationship that has grown over the past decade
Arriving from Osaic, Walters' two decades-plus of experience includes leading more than 200 advisor associates to help quintuple earnings at Lincoln Financial Network.
The deal in Wisconsin marks Edelman's ninth RIA acquisition in three years, adding more than $300 million in assets while expanding its estate planning reach.
The merger between Fifth Third and Comerica aims to accelerate growth, diversify revenue streams, and strengthen the combined bank’s presence in the Southeast, Texas, and California.
Additional services allow advisors to pick up the slack and expand as the rest of the industry gets squeezed.
Raymond James' indie channel also added a veteran planner from Osaic, while a group of Morgan Stanley breakaways joins a Commonwealth-affiliated firm in Pennsylvania.
Meanwhile, Alera Group has extended its reach in Kansas with two retirement-focused advisors.
Commonwealth loses more advisors to Raymond James' independent channel
As oil giant cuts 2,000 jobs overseas, advisor explains how the $3 billion firm helps oil-sector employees navigate severance, pensions, Exxon stock and NUA tax strategies.
Resident, who posed as a financial advisor, pleads guilty to a multi-million dollar fraud that targeted retirement accounts, robbing many of their life savings.
Cerulli research sees major acquisitions and mergers drive growth in the IBD channel, with advisors increasingly drawn to independence and scale.
Also, Raymond James transitions its asset management leadership, while US Bank names president of affluent wealth division.
