Diversification is making it harder than usual to keep up with the S&P 500.
LPL seen as well-suited for the credit union's wealth management unit.
With firm valuations tied to stock market levels, RIA owners look for exits.
Kovitz, which pushes beyond $4 billion under managment with its second deal of the year, is part of the network of Focus Financial Partners.
The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results.
Industry conferences take lead in adopting formal policies, where harassment has been a problem in the past.
Signature, a $4.3 billion family office, will keep its name after the merger.
Aggressive growth strategy pushes Mercer assets to $14.5 billion.
Two weeks ago, public was told he was leaving top job at HD Vest after less than two years to spend time with family.
CEO Rudy Adolf defends business model during earnings call; shares drop 12%.
