First Horizon Advisors resolved a supervisory investigation involving a former rep after its parent firm announced it’s being purchased for $13.4 billion.

With the combination, Orion can offer an all-in-one technology solution to advisors.

Raymond James, Ameriprise, Stifel, LPL and Creative Planning added advisors or made acquisitions this week.

After ending 2021 with record results, 2022’s first quarter was full of ups and downs.

Regional ties such as being fans of the Buffalo Bills and Sabres led to the deal, which is being backed by the family office of the teams’ owners.

Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.

The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.

Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.

Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.

CI has gobbled up more than 30 smaller rivals since entering the U.S. market two years ago.