Asia Martin

The combination is the first of its size to use LPL’s new M&A Solutions, a suite of services to help advisors navigate mergers and acquisitions from start to finish, which went live earlier this year.

Dowling & Yahnke adds $5.6 billion in assets and 1,300 clients to Canadian-based serial RIA acquirer CI Financial.

The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.

The firm has been renamed Totus Wealth Management and offers property and casualty insurance, asset management and advisory services.

Despite the public protests of a large investor, shareholders overwhelmingly approved the sale, slated to close this summer.

A seven-person $2B AUM team left Bank of America’s private client division for UBS.

Sullivan, Bruyette, Speros & Blayney caters to high-net-worth and ultra-high-net-worth families whose members are typically attorneys in the Washington, D.C., area or tech executives.

CI Financial’s affiliate Congress Wealth Management's AUM balloons to $5.8 billion.