| | | | | Private equity dominated deal activity in 2024, sowing the seeds for more M&A and tuck-in acquisitions, according to Echelon Partners. Read More > |
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| | | Mariner’s recruitment scheme “was calculated to ensure Mariner received Edelman’s trade secrets,” according to amendments made to a lawsuit Edelman first filed in 2023. Read More > |
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| | | “They’re trying to make an example of Darren Reinig so they can send a message to the broader advisor community that if you try to leave Hightower, we’re going to make your life expensive and litigious. And essentially that message has now popped,” the advisor’s attorney said. Read More > |
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| | | Belief in the future of the economy grew for the fourth straight month, even as the post-election bump in market sentiment faded slightly. Read More > |
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| | | Advisors Jerod Wurm and Casey Frye in Roseville, Calif., join Carson from Wells Fargo Advisors Financial Network. Read More > |
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| | | Cedrus Financial is the latest to join under Arax’s multi-boutique strategy. Read More > |
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| | | The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth, since Jan. 1, 2024. Read More > |
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| | | The deal with PWL Capital is a first step toward OneDigital’s long-term expansion into Canada. Read More > |
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