The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.

On the heels of its move to NYC, RCG won awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.

The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.

The newly created RIA, Stablepoint Partners, said Goldman’s research, investments and white glove service stood out.

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors includes calling the larger RIA a "sinking ship."