Schwab Advisor Services and the Charles Schwab Foundation’s grant will pay for new scholarships for undergraduate and graduate certification candidates, and help fund the CFP Board Center for Financial Planning’s upcoming Diversity Summit.

The deal allows $13 billion Homrich Berg to maintain majority control of the firm and fund future M&A.

A new loan enabled by Estancia Capital Partners will allow Snowden Lane to execute its next phase of growth.

Mercer Advisors’ latest deal extends the rapidly growing firm’s California presence.

Alera Group Wealth Services grows AUM to $4.7 billion with its first RIA acquisition, and adds a Pennsylvania office in its wealth management push.

The offering would increase access to digital assets.

Three new units will form the core structure of the behemoth technology firm.

Kahn Advisory Services and founder Joseph Kahn will pay more than $1 million after allegedly misstating facts about the commission rates of its affiliated broker/dealer.

The Florida-based boutique financial services division of Spearhead will become The Bostwick Walters Group within Rockefeller Global Family Office.