With the average transaction size in wealth management M&A increasing 30% in the past year, Fidelity Clearing & Custody Solutions will work with Merchant Investment Management to help firms drive growth and scale in an increasingly concentrated market

Apollon Wealth Management, a Registered Investment Advisor (RIA) announced today that it has hired Steven Mills, a former SVP at LPL Financial, as its new Chief Operating Officer.

Conway Wealth Group, a financial advisory firm headquartered in Parsippany, NJ, today announced the launch of its Life & Wealth Network, an exclusive association of professionals and platforms that provide expert guidance in various areas of life .

Marshfield, MA (May 15, 2019) — AdvisorAssist, LLC announced today the promotion of Conor I. Anderson and Brian M. Young to Partner and the addition of four new consultants to its team.

Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that the firm has hit a key milestone and is serving client firms that have a combined $20 billion in Assets Under Management.

AdvisorAssist, LLC, the independent wealth management industry’s leading regulatory, compliance and business risk management consulting firm, has formed a new Advisory Board that will include former SEC commissioner Troy A. Paredes.