Shoreline Wealth Management is the 13th team to affiliate with LPL through its Strategic Wealth Services model, which went live in April 2020 to lure breakaways.
Ancora, which recently waged a public proxy battle against Blucora, the parent company of Avantax, becomes the seventh partner firm to join Focus this year.
Fresh off a capital infusion from the Pritzker Organization, Steward CEO Jim Gold, Goldman Sachs' first RIA custodial client, is looking to invest in other RIAs.
New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.