The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

With a background in managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.

The Pines Wealth Management will custody with Schwab and use Purshe Kaplan Sterling Investments for brokerage business.

The four new executives will help Choreo advisors take advantage of the firm’s CPA partnerships.

Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.