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

The lines between traditional broker/dealer and RIA are getting blurrier.

The team, which will run RBC’s new Lake Forest, Ill., branch, is the latest to jump ship at Merrill Lynch.

A new crop of programs at IBDs helps advisors find successors—keeping their clients, and assets, close to home.

Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.

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

The results deal a blow to RIA and investor Ancora, which launched a proxy battle with Blucora, parent of broker/dealer Avantax, in mid-March, seeking four seats on the company's board.

The bank filed a complaint in federal court alleging that the former employees resigned earlier this month and have attracted 48 clients with about $59 million in assets.