Far too many advisors attempt to control every aspect of their practice in a vain effort somehow to deliver a better client ...

December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Austin, Texas-based hybrid RIA Kestra Private Wealth Services, a subsidiary of Kestra Financial, has added Campus Private ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...

The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.