Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.

Thomas Matthew Crooks was one of several students who appeared in the background of the 2022 ad and was unpaid, BlackRock said.

The team, led by father and daughter Bruce Glenn and Kristina Strickland, joins Summit Financial Networks.

Interval funds continue to raise cash from investors, and new managers are launching products briskly.

The Callot Wealth Management Group is led by David Callot, a Paramus, N.J.-based advisor who spent more than 30 years with the wirehouse before moving to RBC.

The Apollo co-founder has sold or gifted 9.1 million shares of his multibillion-dollar stake since January, the most in a calendar year since the private equity firm went public more than a decade ago.

Neil McLaughlin, RBC's longtime head of its personal and commercial banking division, is moving to a new role as chief of wealth management.