WealthManagement Edge

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners

Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.

Lance and Gideon Drucker, who had been with Hornor, Townsend & Kent for over 40 years, will use Fidelity and Altruist for custody, and PKS for brokerage business.

MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.

Mercer CEO Dave Welling said the acquisition of MDK Private Wealth Management will boost the firm’s presence in the Pacific Northwest.

CoFi Advisors is hoping to grow through Integrated’s CPA partnerships.