Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.

But the wirehouse has increased expense allowances for all advisors and reduced incentives for mortgage referrals.

The alts-focused investment manager reorganizes to expand affiliation options and welcomes three recruits with more than $560 million in assets.

Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.

The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.

Kingswood now has until Feb. 24 of next year to complete its merger with broker/dealer aggregator Wentworth.

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.