Houston-based Republic Wealth Advisors will add to Mercer's presence in Texas.
HMC Partners is based in Greensboro, N.C.
Agency says firm improperly borrowed securities from other brokers
The job cuts, mostly in tech and operations, are part of a year-end efficiency push.
Let's call out these plans for what they are
Agency wants Lester Burroughs, a rep at Lincoln Investment Planning, to disgorge gains.
Todd Hamilton and Robert Thompson join firm's employee unit in Chicago.
Almost nine out of 10 advisers believe clients want to text, Redtail survey finds.
Creative Planning to acquire $300 million Hogan Financial Firm founded by Paula Hogan is based in Milwaukee, Wis.
Takes reins from chairman and interim CEO Ben Brigeman.