- Orion partners with Ameritas Investment Company LLC Benjamin F. Edwards, and Great Valley Advisor Group
- Synergy Wealth Alliance joined LPL platforms
- Frontier Wealth Management Acquired Highwater Wealth Management
- Orion updated the Orion Connect integration on Salesforce AppExchange RightCapital introduced RightPay.
- MaxMyInterest announced Orion integration
Orion
Orion Advisor Solutions announced partnerships with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group, firms collectively managing more than $35 billion in client assets.
LPL Financial
LPL Financial announced that Synergy Wealth Alliance, including office of supervisory jurisdiction manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms. They reported having served approximately $650 million in brokerage and advisory assets.
Frontier Wealth Management
Frontier Wealth Management, a $2.5 billion registered investment advisor in Kansas City, Mo., has acquired Highwater Wealth Management, a $180 million RIA based in Golden, Colo. The acquisition adds professional expertise to Frontier, including a range of investment and financial specialists. It also deepens Frontier’s geographic footprint as the second area location in the Denver market.