The independent broker/dealers that tighten connections with their advisors and demonstrate flexibility in their affiliation models will be competitive in the year ahead.

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.

Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations

Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.