John Gallagher and Mark Levin will be aligning with Gladstone Wealth Partners to establish Maverick Partners Wealth Management, which will be based out of Marlton, N.J.
After losing firms during its acquisition of Ladenburg Thalmann, Advisor Group has recouped some assets in the recruitment of Pacific Capital Resource Group in Bellevue, Wash.
Firms that lend from their own balance sheets to support advisor M&As have a greater incentive to identify the best matches between sellers and buyers.