by FA Staff
The Lelekis, Ellis, Kilczewski Private Wealth Management Group has joined the firm's employee channel.
by
Jennifer Lea Reed
A firm with no succession plan will lose value, clients and next-gen talent, they said.
by FA Staff
The Barnes Group and the Pollard Team manage a combined $900 million in client assets.
by FA Staff
The acquisition of the Kirkland, Wash., firm expands Edelman's footprint in the Pacific Northwest.
by FA Staff
The acquisition of management-owned Envoi of Minneapolis is expected to close in the third quarter.
by FA Staff
The Glaser Group of Nashville, Tenn., is led by Louis Glaser with his two sons as vice presidents.
by FA Staff
Thimble Island Private Wealth is affiliated with LPL's Strategic Wealth Services.
by FA Staff
The transaction raised questions about consolidation of other Focus firms.
by FA Staff
Mike and Shaley Sikes have come over from Edward Jones.
by FA Staff
Matthew Sheffield has launched Burlwood Wealth through an affiliation with LPL's Strategic Wealth Services.
by FA Staff
Landau Wealth Partners is led by longtime Morgan Stanley advisors Adam Landau and Ramy Georgy.
by
Edward Hayes
The Money Advisor Group raises BIP's assets to $3.3 billion and expands its Georgia footprint.
by FA Staff
Timothy Heisterkamp and Max Neese operate Journey Financial in Jefferson, Iowa.
by FA News
The transaction was negotiated over the last several months.
by
Tracey Longo
How the industry can evolve and let females move up the ladder, according to the Carson Group.
by
Asia Martin
The RIA consolidator has taken a steady, careful approach to its mergers and acquisitions.
by
Bomy M. Hagopian
Here's a look at what's influencing the market today and what to expect going forward.
