Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience."

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division.

The firm settled similar charges in 2014.

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Lynette Ancona will be part of Raymond James’ employee advisor channel. Previously, she was a branch-based advisor with Charles Schwab.

Wright Ford Young & Co. launched its new division on the Integrated Partners platform.