The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.

Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.

The nascent RIA adds three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.

The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.

Resulting in more RPA turnover and due diligence.

Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.

Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.

Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.