Advisor Legacy hopes to fill the gap between practice-listing marketplaces and in-house succession-planning departments at broker/dealers and custodians.

Ameriprise also welcomed a financial advisor with $168 million in assets under management after more than two decades at Merrill Lynch.

Financial Solutions Group will be joining LPL Financial from FSC Securities, according to the independent broker/dealer.

The Sudol Group manages about $300 million in client assets and primarily works with clients who are 'transitioning to or already in retirement,' according to advisor Mark Sudol.

The three advisors that make up JCG cited LPL's new "ClientGoals" addition to the ClientWorks platform as an enticing benefit of the new partnership.

Don’t expect too many more large deals like Goldman Sachs’ $750 million acquisition of United Capital in the near future, says Joe Duran’s former business development exec. But there will be plenty of options for consolidation among current RIAs.

PacNorth Retirement Group is joining the IBD from Raymond James and cited its integrated platform as an important part of the decision.

Intellectual Capital Group recently moved their $800 million book of business from Ameriprise to LPL. Not without a few snags.

More than half of Ameriprise Financial’s pretax adjusted operating earnings came from its Advice and Wealth Management unit.

Rochester, N.Y.-based Meliora Wealth Management and Allied Financial Partners are joining an office of supervisory jurisdiction of Securities America from Cambridge Investment Research.