The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth.
Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's new advice and wealth management division.
Thrivent Advisor Network is now a member of the protocol, which allows departing advisors to take certain customer information and solicit customers regardless of whether they had agreements that expressly prohibited such conduct.
RIA support platform Integrated Advisors Network has acquired consultants ReDefine Independent Advisors in an effort to build out a more dedicated offering for breakaway wirehouse advisors.
Rosemont Financial Group sought a new home with "enhanced technology."
After 15 years with Wells Fargo, the team, led by Lawrence and Lloyd Glazer and Steven Dimitriou, has started its own RIA.
Two Seattle-area registered investment advisors come together under the Laird Norton name.
With Ex-Cetera CEO Larry Roth on board, Kingswood Holdings raises $115 million as the first 'blank check' company intent on acquiring U.S. wealth management and advisory firms.
RGT Wealth’s $4.7 billion in client assets increases CI Financial’s AUM to $21 billion.