The new team is led by Craig Zaleck and Mark Hogan who are based in Bayonne, N.J.

The mergers, acquisitions and advisor moves you may have missed the week of May 17, 2021.

Most advisors are enthusiastic, with some caveats, about Fidelity's new 'Youth' trading account.

Edelman Financial Engines has acquired its first RIA since its merger.

The large enterprise RIA is building a limited purpose broker/dealer to attract hybrid advisors who want to custody outside of LPL Financial.

The mergers, acquisitions and deals you may have missed the week of May 10, 2021.

Matthew Clason faces as long as 20 years in prison after stealing more than $600,000 from an unnamed investor for his personal use, including paying for his personal credit card, according to the DOJ.

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 May 3, 2021.