Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.

Creative Planning expands its Midwest presence with the acquisition of Indianapolis-based, $320 million AUM Castle Wealth Advisors.

Wealth Enhancement Group’s acquisition of Pillar Pacific Capital Management is the firm's first in California and gives it the ability to serve Mandarin-speaking clients.

The mergers, acquisitions and advisor moves you may have missed the week of April 19, 2021.

Sequoia Financial’s latest acquisition increases its AUM to $7B.

Michael Green, a known critic of passive investing, is joining Simplify Asset Management, a $274 million issuer of ETFs as chief strategist and portfolio manager.

Alex Oh, who joins from law firm Paul, Weiss, Rifkind, Wharton & Garrison, replaces Stephanie Avakian, who stepped down from the role in December after a four-year tenure under the Trump administration.

The bank filed a complaint in federal court alleging that the former employees resigned earlier this month and have attracted 48 clients with about $59 million in assets.