The Richmond, Va.-based team was looking for a broker/dealer with comprehensive trust and banking services in house.

The investment bank has been quietly building out a retail wealth management strategy. The acquisition of United Capital, for $750 million in cash, turns up the volume and announces its position as a major player in the retail space.

LifeYield, Oranj, Redtail and others have partnered with the digital recruitment platform to amplify its advisor-centric approach.

The firm will launch a trust company to bring more services to its wealth management clients in the country.

The new offering will facilitate introductions between prospective buyers and sellers, a la Match.com.

Carson Wealth moves into Indiana with the addition of Spectrum Management Group, the fifth team to join this year with over $500 million in assets.

Americana Partners' advisors join Dynasty Financial from Morgan Stanley; it is the largest single team to join Dynasty and the largest breakaway of the year.

The consolidator and its affiliated firms were responsible for 11 of the 49 deals to start the year, according to Echelon Partners.

Two bidders—encompassing four private equity firms—are submitting final bids Friday to buy Lightyear’s Advisor Group for $2.2 to $2.7 billion.