Nearly a third of them are still providing financial support to adult-age children and extended family members.

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

Ranging from whiskey to venture capital funds, the Alto Marketplace focuses on “true alternative assets” with long-term holds.

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.