This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.

Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing more than $1 million from an elderly client.

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations