With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.

Cavalieri, who built Advisor I/O’s marketing platform, will bring his content and digital marketing chops to alternative investment platform CAIS.

Can an email be a holographic will?

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

The billionaire founder of Bridgewater Associates first initiated his transition plan in 2010.

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

The agency provided a high-profile reminder to celebrities that it is keeping an eye on how digital tokens and other assets are pitched.

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.