The combination is the first of its size to use LPL’s new M&A Solutions, a suite of services to help advisors navigate mergers and acquisitions from start to finish, which went live earlier this year.

The mergers, acquisitions and advisor moves you may have missed the week of April 26-30, 2021.

The move is the largest so far for the four-year-old Atria Wealth Solutions, a network of advisory firms backed by Lee Equity Partners.

The mergers, acquisitions and advisor moves you may have missed the week of April 19, 2021.

Aldrich is the latest in a string of high-profile marketing officers in the advisory space to leave their firms over the past few months.

The mergers, acquisitions and advisor moves announced from March 29 to April 2, 2021.

A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.

Scottsdale, Ariz.-based Progressive Financial Concepts joins Wealth Consulting Group, an office of supervisory jurisdiction of LPL Financial.

The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group's broker/dealer network.