Echelon Partners delves into wealth management M&A with industry experts at its 10th Deals and Dealmakers Summit.

HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.

$120 million acquisition adds to Mercer’s home base in Denver.

The RIA intends to take a breather after onboarding TD Ameritrade and more than 10 new advisors in 2022.

The two banks will ease some of their remaining Covid-19 mitigation efforts after the Labor Day weekend.

At the moment, the market isn’t buying what CEO Kurt MacAlpine is selling.

The combined firm, operating under the Curo Private Wealth brand, oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.

NAPFA selected FP Transitions to build a custom ‘continuity partner matching’ program for members with vetted buyers, equity plans and valuation services.

The latest Focus tuck-in adds $140 million in AUM and expands Buckingham’s Northwest presence.