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.

The $503 million in AUM firm joins Advisor Group through SagePoint Financial.

Berger Financial Group spent 18 years with Cambridge Investment Research but now has launched its own RIA.

Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance.

The move is the culmination of an 18-month courtship.

While some firms slowed growth during the pandemic, RBC's head of recruitment, Kristen Kimmell, landed billions in assets with a net gain in advisors this year that topped rivals.

Hightower continues its acquisition streak, taking a stake in Waltham, Mass.-based Argent Wealth Management, an RIA with $1.7 billion.