The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.

Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.

Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.

Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.

The firm has added talent over the past several months to build out its employee channel, premium affiliation model and advisor training program.

The individual will be responsible for relationship building and P&L for LPL’s new W-2 affiliation model, seeded by the acquisition of Allen & Co.

Kestra’s CEO says there are an increasing number of b/ds looking to sell, especially in the current environment, and his firm is interested in adding an employee channel via acquisition.

Nicklas Financial will be joining the independent broker/dealer with about $400 million in brokerage and advisory assets.

Invex Financial, which manages $120 million, joins LPL's broker/dealer, corporate RIA and custodial platforms.

LPL Financial could add 35 advisors and $2 billion in assets through an asset purchase of E.K. Riley.