The firm has added Plaza Advisory Group, an advisor team with $1.2 billion in client assets, the first to join its new independent contractor model.

Former Assistant Secretary of Labor Phyllis Borzi condemned the advocacy organization for trying to inhibit the SEC's ability to act on existing rules, during an Institute for the Fiduciary Standard webcast.

Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.

Octavia Wealth Advisors, a firm that managed $1.6 billion in AUM at AXA Advisors, has 35 employees and offices in Cincinnatti, Los Angeles, San Diego and Miami.

This marks Cresset's third and largest deal since it was founded.

The Indianapolis breakaway acquirer will now fund subacquisitions of its partner firms, taking a minority stake in the acquired firm.

Former UBS advisor Matt Kilgroe, who advises sports and entertainment professionals, has left the brokerage to launch his own firm, Cyndeo Wealth Partners.