Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.

The acquisition expands iCapital’s data management and reporting capabilities.

Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.

Inattentive use of these products risks exposing clients to losses and missed returns.