Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.