Finance News
Merrill Lynch Team Breaks Away to Launch RIA Steadmont Advisors
The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners.
By NB
Jan 17, 2024
Echelon: RIA M&A Fell in 2023
Deal volume dropped for the first time in more than a decade, as average deal size increased and private equity continued to play a major role.
By NB
Jan 17, 2024
FSI Fights Back Against DOL's Independent Contractor Rule
The independent broker advocacy group previously sued the DOL for withdrawing a Trump-era version of the rule in 2021 and is looking to revive that lawsuit.
By NB
Jan 17, 2024
Retire-in-Place Programs: Gift or Golden Handcuffs?
Five reasons many advisors are forgoing sunset deals.
By NB
Jan 17, 2024