Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to 'transform' financial planning.

Mercer Advisors’ latest acquisition completes the succession plan of Mallard's founder, William Starnes.

While advisor movement across the industry has muted, LPL added 780 advisors in the second quarter, many of whom came from its recruitment of CUNA Mutual Group.

Only two potential heirs are left in the probate dispute.

All are joining from Citi, while two worked for J.P. Morgan previously. J.P. Morgan Private Bank CEO David Frame called the greater Chicago area 'a critical part' of the bank’s expansion.

Beachwood, Ohio–based RIAs MGO Investment Advisors and One Seven have merged, with Merchant Investment Management taking a minority stake in the new entity.