The Jacobi-Hakala Group has been formed under Snowden Lane Partners, reuniting two long-time colleagues.

On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.

Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.

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

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

Heber Fuger Wendin Investment Advisors, with $8.6 billion in assets, brings to Mariner its client roster of community banks and credit unions.