Green Bay–based advisor Andrew Farah said joining Mercer was a better way to grow his business than rebuilding it himself.

Warren Buffett is one of the Gates Foundation’s three board members, alongside Bill Gates and Melinda French Gates, who announced last month they’re splitting after 27 years of marriage.

Melville, N.Y.–based Keith Ryan, a former UBS advisor with $140 million in client assets, is the first to join under Commonwealth’s new pricing model for breakaway advisors. 

The deal represents a continuation of Stratos' acquisition strategy, which is to take nonvoting minority interests in RIAs and offer them the same infrastructure that's available to its affiliated advisors.

Advisor Larry Boggs has launched his new firm with LPL Financial’s Strategic Wealth Services.

NFL star Corey Liuget said he bought into a pitch by Donald Blakstad, who is on trial for insider trading and defrauding investors.

Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.

Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.