With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.

Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings.

Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as consolidation shapes the future of wealth management.

Despite delays and glitches, the third-annual AdviceTech.Live was well-balanced between new tech demos and lively panels, raised $32,000 for financial planning-related organizations, and demonstrated that virtual-only advisor conferences—born out...