Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

Minority investment will support succession and technology initiatives for the Austin-based institutional asset manager.

The Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.

An employee value proposition may be the single most important tool in the war for talent, says Schwab’s Lisa Salvi, but professional development is gaining relevance.