In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast.

Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.

Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.

Morgan Stanley's $4.6 trillion wealth management business has seen significant growth in the past 10 years and posted $6.6 billion in pretax profit last year.

A trio from the former Signature Bank will operate as an independent team associated with a branch of Cadaret Grant.

Franklin Templeton will initially pay $925 million in shares and cash to acquire Putnam from Great-West Lifeco Inc.