Joyce Blay

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LPL Agrees To Acquire Boenning & Scattergood's Private Client Group

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The 108-year-old business will continue to operate under its own name, LPL said.

ATS Joins Avantax Network With $400M AUM

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ATS of San Diego specializes in estate planning and is led by veteran advisor Sandeep Varma.

Avantax Acquires Jeffrey Steinberg Practice With $157M AUM

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The M&A transaction is Avantax's first practice acquisition in Florida.

Mom-And-Sons Practice With $165M AUM Exits RBC For Ameriprise

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The team's leader and founder, Marilyn Neckes, is a former television producer who became a financial advisor.

U.K.'s Stonehage Fleming Opens U.S. Gateway Office In Miami

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Stonehage Fleming appointed Lowry Brescia to the key position of client relationship manager in Miami.

Kevin O'Donnell Joins Cresset To Lead Private Funds Group

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O'Donnell has more than two decades of industry experience.

66% Of Parents Worried About Paying For Children's Education, Survey Says

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Nearly half of parents said they would take out a student loan to pay for college, according to the Discover survey.

CFP Board Suspends Calif. Planner Accused Of Violating Reg BI

by FA Staff

Patrick Egan was among five reps sued by the SEC earlier this month for allegedly violating fiduciary rules.

Missouri Advisors With $200M AUM Join Integrated Partners

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Nold Bryant was previously with St. Louis-based Stifel Financial Corp.

T&E Attorney K. Eli Akhavan Joins Steptoe & Johnson

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Akhavan will work with high-net-worth domestic and international clients.

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