by FA Staff
Dechtman Wealth Management is led by founder Jordan Dechtman and his two sons.
by FA Staff
Prestige Wealth Group, which manages $540 million in assets, has offices in New Jersey and Maryland.
by FA Staff
The investment in the Chicago area firm is the 17th such deal by Summit this year.
by FA Staff
WMS Partners is the latest transaction for Atlanta's Homrich Berg and boosts its AUM to $24 billion.
by FA Staff
Carol Heil heads Heil & Associates of Louisville, Kentucky.
by
Edward Hayes
The deal is part of a push by MAI into the Washington, D.C., market.
by FA Staff
The Harrigan Group is joining Perigon's office in Boca Raton.
by
Jennifer Lea Reed
The deal is the first of several expected in the Berwyn area, Merit President Kay Lynn Mayhue said.
by FA Staff
Advisor Canon Price has returned to SEIA 22 years after she left to create Beverly Investment Advisors.
by FA Staff
Atlas Financial in Sarasota and Newport Advisory in Newport Beach give Mariner 126 offices nationwide.
by
Mark Hurley
The acquisition is transformative for the industry.
by FA Staff
The duo will operate Grobbel Wealth Management Group of Raymond James in Bloomfield Hills, Mich.
by
Evan Simonoff
Advisory firms will start to look different over the next few years
by
Philip Palaveev
If you think you've got a successor for your business, ask yourself these questions first.
by FA Staff
The firm took minority stakes in RIA firms in New Jersey, North Carolina and Wisconsin.
by FA Staff
The new practice in Pleasant Grove, Utah, is called Happier Wealth.
by
Karen DeMasters
M&A activity and the establishment of new firms require strict compliance and due diligence, this law firm says.
by FA Staff
Business Valuation Analysts LLC focuses on federal estate, gift, income tax and corporate transactional matters.
by FA Staff
Prosperity Investment Management in Chico, Calif., the latest Osaic advisor firm to move to LPL.
by
Jennifer Lea Reed
Headcount jumped from 6% to 14% of overall RIA channel since 2018, and assets from 8% to 18%, Cerulli Says.
