Newly launched Bluespring Wealth Partners, the succession planning arm of Kestra Financial, has acquired Hickory Asset Management, with $153 million in client assets.

Koch, 79, died after years of fighting various illnesses. Through the David H. Koch Foundation, he pledged or contributed more than $1 billion to philanthropic causes.

Legal & General Assurance Society Limited of London said that it has signed on to the OECD’s Business for Inclusive Growth (B4IG) working group launched by French President Emmanuel Macron.

Gov. David Paterson was a name partner at the Moldaver Paterson and Lee Group, where his new wife remains a partner.

Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.

The bank-based programs join from Broker Dealer Financial Services, which was converted into a super OSJ of Cambridge.

Mercer Global Advisors revealed on Wednesday that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.

One new offering, slated for the end of the year, will help advisors navigate mergers and acquisitions from start to finish.

The two advisors have a combined total of $150 million in managed assets and will join LPL from Royal Alliance.