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Hub acquires assets of $1.6 billion retirement firm
RETIREMENT RETIREMENT PLANNING APR 15, 2021
Hub acquires assets of $1.6 billion retirement firm

Peter Vacheron and the team at IBG Financial Partners in Foxborough, Massachusetts, will join Hub’s retirement unit.

Indie adviser managing $800 million moves to LPL from Kestra
NEWS BROKER DEALERS APR 14, 2021
Indie adviser managing $800 million moves to LPL from Kestra

Kip Adams and his team in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments.

Adviser managing $500 million at Wells Fargo joins RIA
NEWS RIAS APR 14, 2021
Adviser managing $500 million at Wells Fargo joins RIA

Lisa Quadrini moves to Brandywine Oak Private Wealth in suburban Philadelphia.

Snappy Kraken raises $6 million
YOUR PRACTICE PRACTICE MANAGEMENT APR 13, 2021
Snappy Kraken raises $6 million

Fintop Capital led the Series A financing round, which included Flyover Capital and 1248 Holdings.

Allworth Financial acquires $340 million RIA
NEWS RIAS APR 13, 2021
Allworth Financial acquires $340 million RIA

Shone Wealth Management, based in Walnut Creek, California, serves about 300 client households.

Hybrid team managing $340 million joins Cetera from LPL
NEWS BROKER DEALERS APR 13, 2021
Hybrid team managing $340 million joins Cetera from LPL

The Advisors, a five-adviser group, is based in Murraysville, Pennsylvania, and headed by Bryan Davis.

PlanMember Financial and Newport Group launch PEP
RETIREMENT RETIREMENT PLANNING APR 13, 2021
PlanMember Financial and Newport Group launch PEP

Newport will serve as the pooled employer plan provider and PlanMember will supply 3(38) fiduciary investment services.

Merrill Lynch team managing $650 million joins LPL
NEWS BROKER DEALERS APR 12, 2021
Merrill Lynch team managing $650 million joins LPL

Four-adviser NorthEnd Private Wealth is launching in Greenville, South Carolina; it is affiliating with LPL via its Strategic Wealth Services offering.

Preparing for higher taxes
NEWS OPINION APR 12, 2021
Preparing for higher taxes

Tax-related advice is one of the few areas where advisory expertise so clearly and quickly shows its worth.

Bitcoin specialist NYDIG raises $100 million
YOUR PRACTICE FINTECH APR 09, 2021
Bitcoin specialist NYDIG raises $100 million

Property and casualty insurers join life and annuity investors already backing the company.