Bill Wade and Reid Berry are opening an office in Brentwood, Tennessee.
The advice site that provides leads to advisers is now valued at $1 billion-plus.
Northwestern Mutual survey finds most respondents' financial planning is focused on the short term, with only 14% actively planning more than five years out.
Women are still more generous than men and became even more interested in philanthropy in 2020.
The four advisers in Salt Lake City, who operate as Williams & Townsend Wealth Management Partners, are joining the firm's employee unit.
AFI Wealth Strategies is based in Green Bay, Wisconsin, and serves 220 clients.
Advisers will be able to open most accounts in minutes, the company says.
The unit, now known as Wilmington Advisors @ M&T, has more than 180 financial advisers and runs on the platform of LPL Financial; it will target emerging affluent consumers.
Led by Tony Esses, the group based in Coral Gables, Florida, focuses on Argentinian investors.
The Maine Retirement Savings Program would allow private-sector workers to contribute to a Roth IRA from their paychecks. The bill has gone to Maine Gov. Janet Mills.
