While there’s nothing wrong with wanting it all, this can trap advisors in inertia, waiting for a scenario that may never exist.

Kestra Financial has added $180 million firm Moore Wealth Management.

The team, from Tucson, Ariz., was attracted to the broker/dealer’s connection with clients, something the big firms are lacking.

HighTower Advisors, the RIA consolidator based in Chicago, said Tuesday that it has made an investment in Lexington, Mass.-based RIA Lexington Wealth Management.

The firm has made 11 hires at its new St. Petersburg, Fla., headquarters and hopes to have 40 to 50 new or current employees at the new office within the year.

WashREIT bets big on the burgeoning D.C. multifamily market.

If tariff plans go through, a recession is on the horizon, Morgan Stanley analysts warn.

Raymond James Financial reports that its advisor ranks swelled to a record 7,904 in its fiscal third quarter while AUM grew 6% year over year to $143.1 billion.

Charton Financial Group will join the nation's largest independent broker/dealer from FMS Financial Partners, an affiliate of Kestra Financial Partners.

Patrick Foy and Chris Willis will join LPL Financial from Raymond James Financial Services, citing the firm's platform and resources that can help streamline client services.