After the close of the deal, expected in the first quarter of 2022, Alvarium Tiedemann’s common stock will become publicly traded on Nasdaq.

The latest deal involves Rosenbaum Financial, which Coldstream says it completed without private equity funding.

Peppi Talley and Jessica Hall managed more than $250 million in client assets at BBVA.

The Doell Kuszak Group has joined RBC Wealth Management’s Lincoln, Nebraska branch.

Raymond Hayes has joined the firm in New York.

The latest addition — the firm’s sixth since July— is FCG Advisors.

Frank has served five million students across 6,000 educational institutions in the U.S., according to JPMorgan Chase.

Nick Peregoy has joined Raymond James & Associates’ Louisville branch.

Advisors Austin Altenburg and Katelyn Stanchfield have joined the firm.

Doylestown, Pennsylvania-based Wealth Advisory Services is back at LPL Financial.