Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

Executives outline plans to roll out private wealth services, and move deeper into the enterprise market targeting trust banks and insurance companies.

In its 12th acquisition this year, WEG adds a ninth office in Northern California.

A former Morgan Stanley Private Wealth advisor and team launched the multifamily office and investment firm based in Radnor, Pa., with locations in New York City and Boston, backed by Dynasty Financial Partners.