Consolidator could add $6.4 billion in assets at a cost of about $70 million.
Lawson Financial settles with SEC over due diligence in nursing home financings.
Latest adviser satisfaction study finds most younger investors are dissatisfied.
Broker in Trinity, Fla., managed $106 million in assets.
Minneapolis-based RIA manages $515 million in assets.
Fixed income had best quarter ever, while equity inflows continued at blistering pace
Atlanta duo and former private equity firm partner manage $200 million.
Whether guided by human or robo, many won't act without consulting someone else first.
Six-person group in Atlanta leaves Next Financial; duo in New Jersey leaves UBS.
