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Mercer Advisors wants to acquire five firms by the end of the year. It's on its way with the acquisition of Adam Financial Associates.

The brokerage network spent the past eight months looking for a new CEO, ultimately deciding to go with an internal candidate.

LPL Financial adds Gatewood Wealth Solutions from Northwestern Mutual to its broker/dealer and corporate RIA platforms.

Thomas M. Bowers was the direct supervisor of Deutsche Managing Director Rosemary T. Vrablic, who has been named as the private banker involved in President Trump's business dealings with the bank.

Salt Lake City-based Huntsman Family Investments was funded with more than $1 billion from family foundations and trusts.

An RIA in Pittsford, N.Y., is joining LPL Financial to leverage its growth resources and technology platform.

The accusations against Texas-based Brett Pittsenbargar follow Woodbridge owner Robert Shapiro’s guilty plea earlier this year.

Daren Blonski, co-founder of Enso Wealth, a home for Edward Jones' breakaways, leaves to start his own RIA, Sonoma Wealth Advisors.