The latest addition is Nevada-based Sage Financial Advisors.

Twin River Wealth Management, led by Thayer Potter, joins Prospera in Pennsylvania.

Few self-directed investors have moved into cash, and nearly all advisor-led investors plan to keep their advisor, Janus says it found.

Ballast Rock Group has formed Ballast Rock Private Wealth to cater to accredited investors, tapping a Goldman Sachs and Bank of America alum to serve as the new RIA’s CIO.

The additions are Connecticut-based Nauset Wealth Management and Tom Tolleson in Atlanta.

Four steps for how a family meeting can help engage the next generation of clients and ensure that every family member feels heard and understood.

A J.D. Power survey of wealth management customers also found that advised investors have greater overall satisfaction with their firm’s website and app than self-directed investors do.

Nandi Gunning joins Merrill’s HNW team in San Francisco.

CEO Dave Welling told the Denver Business Journal that half of the firm’s current employees joined via acquisitions.

The new offering aims to give a better consolidated view across clients’ portfolios, incorporating traditional and alternative assets.