A Hartford, Conn.–based team partnered with RIA support platform Integrated Advisors Network to go independent and expand client access to alternative investments.

Here are the breakaways, mergers and acquisitions announced the week of Jan. 11, 2021.

With a team of three other co-founders, Jud Mackrill is launching an 'integration as a service' company, called Milemarker, to help advisors better understand the data within their firm.

Women and people of color are still grossly underrepresented in the advisory industry compared with the broader population, according to new Cerulli Associates data.

Remaining funds from the PAC will be donated to the Boys & Girls Club of America and historically Black colleges and universities.

Holly Framsted, who previously served as head of U.S. product segments in BlackRock’s ETF and index investments group, will join Capital Group in March.