On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.

Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.

Hub International's latest acquisition will continue its Southwest expansion.

Edelman acquires a Northern California firm with small retirement plan capabilities as it moves to incorporate more M&A into growth strategy.

Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to 'transform' financial planning.

Mercer Advisors’ latest acquisition completes the succession plan of Mallard's founder, William Starnes.

Beachwood, Ohio–based RIAs MGO Investment Advisors and One Seven have merged, with Merchant Investment Management taking a minority stake in the new entity.

Heber Fuger Wendin Investment Advisors, with $8.6 billion in assets, brings to Mariner its client roster of community banks and credit unions.

Private equity–backed Clearstead completes its sixth acquisition in seven years, bringing its total assets under advisement close to $32 billion.