Out with the old. The new board now includes some Genstar executives, as well as folks who sit on boards of other firm properties.

The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.

Multop Financial, which provides wealth and tax-planning services, has as many accountants as it does advisors.

Roth’s new firm will provide growth consulting, governance expertise and M&A advisory services to wealth management firms.

The deal will be a full recapitalization of the broker/dealer, which will retain its current operational structure.

Justin Tuck went from the NFL to Goldman Sachs, Complect adds Kevin Keefe to its advisory board and Mike Duffy leaves Merrill Lynch and finds Happiness Wealth Management with LPL.

The answer isn’t always going to be RIA-only.

The firm was not able to transfer over a minimum of 72 percent in advisor production from NPH, so it won’t have to shell out a contingent payment.

The focus now is on holistic planning, goal setting and having a deeper understanding of the needs of each client and what makes them tick.