Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
HawsGoodwin Investment Management is based in Franklin, Tennessee.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Viewpoint Financial Network is firm’s 14th acquisition in last six months.
Naples-based Cordasco Financial Network was founded in 2011.
Biltmore Capital and Stone Creek Capital are based in New Jersey and Florida.
Obtains partial judgment against Wisconsin adviser; court will determine penalties later.
The former Fidelity executive will develop strategies for advisers serving high-net-worth clients.
McLaughlin Asset Management, which is based in Haddonfield, N.J., is affiliating through OSJ Gladstone Wealth Partners.
