Geller moved into West Palm Beach, Waverly Advisors moved into Austin, and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.

Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.

StoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.

Dooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.

The firm's 11,000 advisors will become part of the newly branded entity — Osaic — over the next 18 to 24 months.

Integrated is launching the new insurance business largely due to upcoming changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.