The four new executives will help Choreo advisors take advantage of the firm’s CPA partnerships.

Cambridge has partnered with Hero CFO to bolster its financial reporting capabilities for wealthy clients.

Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.

Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.