The adviser targets younger corporate executives and parents whose children have special needs.
In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.
The addition of Frontier Wealth Management marks the first acquisition of 2022 for Raleigh, North Carolina-based Captrust.
Flavia Trento says an 'accident in geography' opened her eyes to the opportunities in the innovation economy.
Former LPL exec Burt White recruits Ryan Detrick for Carson Group's newly created role of chief market strategist.
Once the acquisition of Intersect Capital closes, working with professional athletes and entertainers will make up 20% of the $13.4 billion Cleveland-based RIA's business.
The latest research from DeVoe & Co. highlights the emerging trend of sub-acquisitions, which are on track to set a record this year.
The 16th annual study, which compiles data from more than 1,200 firms managing a combined $1.8 trillion, shows top-tier firms succeed through efficiencies.
The deal adds $26 billion under advisement and more than 400 advisers to Mariner's existing back-office platform.
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
