Trust & Will for Advisors looks to help determine the right estate planning coverage for clients.

David A. Wismer III was convicted of stalking a teenage girl in 2017; this week he admitted to speaking with her by phone, violating his probation.

“It’s a different company than the one I left," says Timothy O’Connor, who's joining Ameriprise's independent advisor channel.

The deal adds a turnkey branch offering to Atria’s network of broker/dealers.

Concurrent acquired Eddy Augsten’s WealthEngage to lead its advisor force in investment and practice management.

Tax-focused advisory Rozovics Group was previously with Cetera Financial Specialists for 17 years.

Missing life on the conference circuit? A review of a major Microsoft event that went forward during the pandemic could spell out what to expect in the coming months.

The move will help RIAs integrate insurance offerings into their existing investment and advice services.

The firm has hired Jon Frojen, who played a big role in United Capital's sale to Goldman Sachs, as CFO.

A team out of Marlton, N.J., will launch Claritas Financial Partners under LPL's new affiliation model aimed at employee advisors.