Finance News
RIA M&A Roundup: Hightower Picks Up $2.5B Partner Firm in Orlando
Hightower, Robertson Stephens, Wealth Enhancement Group, Hub International and Sikitch all announced M&A deals this week.
By NB
Nov 11, 2023
RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
By NB
Nov 11, 2023
Edward Jones Advisor Headcount Tops 19K in Q3
Advisor attrition dropped by 30% in the quarter to 4.5%, the company announced.
By NB
Nov 11, 2023
Debt Management in Estate Planning
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
By NB
Nov 11, 2023