New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.
The advisor moves and acquisitions you may have missed the week of July 26-30, 2021.
LPL's advisory and brokerage assets edged past $1 trillion in the quarter, along with a 17% increase in income and a 13% increase in advisors.