Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle ...

Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

SageSpring is Dynasty’s largest RIA partnership to date and boosts total assets on its platform to $105 billion.