Asia Martin

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.

The advisor moves and acquisitions you may have missed the week of July 26-30, 2021.

LPL's advisory and brokerage assets edged past $1 trillion in the quarter, along with a 17% increase in income and a 13% increase in advisors.

Mariner's latest deal expands its presence in California and brings it another step closer to becoming a national RIA.

The Charles Schwab 2021 Benchmarking Study predicts AUM will double for firms who continue to employ digital strategies.

Michael Farr, CNBC contributor and founder of Farr, Miller & Washington, will join Hightower as its chief market strategist.

The advisor moves and acquisitions you may have missed the week of July 19-23, 2021.

Within days of taking a minority stake in Verdence Capital Advisors, Emigrant announced its second deal this week, this time with Gerber|Taylor Capital Advisors.