A new loan enabled by Estancia Capital Partners will allow Snowden Lane to execute its next phase of growth.

Mercer Advisors’ latest deal extends the rapidly growing firm’s California presence.

Alera Group Wealth Services grows AUM to $4.7 billion with its first RIA acquisition, and adds a Pennsylvania office in its wealth management push.

The offering would increase access to digital assets.

Three new units will form the core structure of the behemoth technology firm.

Kahn Advisory Services and founder Joseph Kahn will pay more than $1 million after allegedly misstating facts about the commission rates of its affiliated broker/dealer.

The Florida-based boutique financial services division of Spearhead will become The Bostwick Walters Group within Rockefeller Global Family Office.

Caitlin Cook, head of community and vice president of operations at Onramp Academy, has joined Hxro Labs. Onramp CMO Nyle Bayer has also jumped ship.