The $71 billion firm’s latest tuck-in lands as middle-market sellers face rising buyer selectivity and steeper equity demands
Executives allegedly sold while key revenue metric was inflated.
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
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
