Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.

Advisory firms planning multiple mergers need a standardized system.

California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.

The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.