The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
Chad Keeler, Brock Rouch set up Platte River Private Wealth in Casper, Wyoming.
The transaction is expected to close in the second quarter, with Redtail CEO Brian McLaughlin becoming president of Orion.
Team of paraplanners will gather data and input it into planning software to provide financial plans for advisers' clients.
The deal with fintech Pontera provides ability to do more complete household reporting.
Three in Las Vegas charged in scheme involving purported personal injury settlements.
South Florida resident German Nino, who faces up to 60 years in jail, is scheduled for sentencing in June.
Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.'
In the short space of four months, remote work seems to have become an even more permanent part of our everyday lives.
Carlos Muñoz, who leads the Morgan Stanley team that manages relationships with asset management firms, also heads the Equity Collective, an initiative at the firm that aims to develop the next generation of diverse leaders.
