The advisor, Gregory W. Ricker, started his career in the securities industry in 1995.
The four-partner Georgia RIA joins the integrated Carson Wealth channel, deepening the $66 billion mega-RIA's Atlanta M&A footprint
The $9 billion practice’s move into Hightower’s W-2 channel continues a string of internal conversions in a record-pace year for RIA M&A
Steady rates, cheaper multiples, a record rotation under the surface and a dollar that turned.
The new rule was adopted despite objections from Stifel and Pontera, adding state weight to Fidelity and Schwab's restrictions on credential sharing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
