Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
These challenges are “changing the economics we see retirement savers face,” said Christopher Ceder of Goldman Sachs Asset Management
Richardson firm joins as Kestra builds out its platform with new leadership, technology, and expanded planning tools.
Retiring RIA seller David Laidlaw alleges the Carnegie valued his stake on $11.7 million EBITA while pitching potential buyers on $21.3 million.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
