But for now, the law remains in effect for everyone except the plaintiffs in this case.

Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.

The advisors will form the Northeast Legacy Group of Raymond James, based in Hanover, N.H.

MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.

Mercer CEO Dave Welling said the acquisition of MDK Private Wealth Management will boost the firm’s presence in the Pacific Northwest.

CoFi Advisors is hoping to grow through Integrated’s CPA partnerships.

The research is available through Wealthscape, Fidelity’s platform for advisors, and covers private credit, private real assets and private equity funds.

RFS Financial Securities President David Miller said the acquisition factored into the move, saying the firm wanted to take control of its own destiny.