Captrust executives discussed with WealthManagement.com their M&A strategy to bring institutional retirement services and a full-service wealth management firm under one roof.

LPL Financial expanded its St. Louis advisor force with the addition of Michael and Patrick O’Reilly.

Allworth Financial co-CEO Scott Hanson on how the Lightyear Capital investment will help fuel a monthly buying binge of $100M to $500M AUM RIAs all willing to 'sing from the same song sheet' as part of a nationally recognized advisory firm.

Reason Financial, headed by Steve Pollock and Sean Storck, will join LPL from Avantax Wealth Management.

PAG is rebranding itself amid an upcoming product launch that will be available to all advisors.

CAPTRUST boosted its already large retirement plan business with the addition of RIA Plante Moran Financial Advisors' retirement practice, a team boasting $6.27 billion in assets under advisement.

The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT.

Forest Williams Jr. of The Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.

The advisors at Equitrust Financial Group felt it would be in clients’ best interest to affiliate with a publicly traded b/d with self-clearing capabilities.

The brother/sister duo leading Cornerstone Financial Planning have about $160 million in assets under management, and will join the independent broker/dealer from Securities Service Network.