NorthCoast Asset Management is the 10th RIA to join the Connectus consortium, Focus Financial Partners' shared services model.

Shoreline Wealth Management is the 13th team to affiliate with LPL through its Strategic Wealth Services model, which went live in April 2020 to lure breakaways.

Ancora, which recently waged a public proxy battle against Blucora, the parent company of Avantax, becomes the seventh partner firm to join Focus this year.

Fresh off a capital infusion from the Pritzker Organization, Steward CEO Jim Gold, Goldman Sachs' first RIA custodial client, is looking to invest in other RIAs.

Focus CEO Rudy Adolf said the RIA industry overall should be doing 200 to 400 more deals a year.

New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.

Wells Fargo adds John Tyers, former chief growth officer at AdvisorEngine, further demonstrating its commitment to the independent RIA channel.

GenXFinancial and Boston Partners Financial Group are coming together to create the largest super OSJ at Advisor Group's Royal Alliance, with $9 billion in total assets and 180 advisors.

The Sanctuary Wealth founder and CEO shares his firm's plans for the New York office, the Azimut investment, the possibility of adding Goldman Sachs as a custodian and international opportunities.