Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.