The expansion will be focused in Charlotte, N.C.; Austin, Texas; and Nashville, Tenn., which CEO Greg Fleming called "clear growth centers."

NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.

The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C., team acquired last year.

The Cleveland-based acquisition strengthens MAI’s foothold in Northeast Ohio as it continues efforts to add new capabilities.

Focus makes moves in Canada and tweaks its global leadership team as it seeks to increase the percentage of revenues earned from international markets.

Moody’s assigned a B2 rating to the notes and changed its outlook on the firm from stable to positive, saying the benefits of higher interest rates will offset the additional debt.