The two will merge under newly created Binah Capital Group, which will have over 1,900 advisors and $25 billion in assets.

Boenning & Scattergood's 40 advisors will join LPL's employee model, and the firm will retain its brand.

Harrison & Company's Roanoke office will become Mercer’s third in Virginia.

BT, a $1 billion AUM Atlanta RIA, joins WA Asset Management as the recently staked Southeastern firm prepares to rebrand.

The percentage of advisors 'at risk' of leaving their firms is up from last year, and J.D. Power says firms need more advisors who will actively promote or recommend their brand to colleagues.

Responding to an investigation by Massachusetts regulators, Vanguard will pay $5.5 million to smaller investors in that state hit with outsized capital gains taxes in the retirement-focused funds.

Savant Wealth Management has initiated the next phase of an accelerated five-year growth plan with the acquisition of Virginia-based Alliant Wealth Advisors.

The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall.