The mergers, acquisitions and advisor moves that occurred the week of March 15, 2021.

The mergers, acquisitions and advisor moves announced the week of March 8, 2021.

Well known to many financial advisors, the longtime director of Raymond James' Advisor Choice Consulting was remembered by dozens of industry colleagues on social media Tuesday.

A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March.

Commonwealth's new SVP is charged with remodeling platform access to products and services for advisors around advanced planning, annuities, investments and retirement planning.

The firm is training advisors on its new Practice Tech Platform to centralize and manage day-to-day tasks in a single application.

Raymond James Chairman and CEO Paul Reilly says the pace reflects higher competition for talent, especially in the employee channel.

Marrs Wealth Management of Ames, Iowa, joined the Mercer platform for its succession planning and back-office support.

Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's new advice and wealth management division.

Joey Stemmle helped start a student chapter at Virginia Commonwealth University before ascending to his current leadership role.