Carson Group, Fired Exec to Update Judge on Potential Settlement
By Dinah Wisenberg BrinMary Kate Gulick sued the firm in April over her firing.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 15, 2024
Carson Group Adds $1B Group in MidwestThe RIA is bringing on Sweet Financial, a 12-person team based in Fairmont, Minnesota.
October 07, 2024
MAI Capital Adds $1.2B Fee-Only Advisor TeamThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
October 04, 2024
How Advisors Plan to Use Tech to Boost Growth: SchwabAdvisors are interested in the potential of AI but have been slow and deliberate with implementation, Schwab finds.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 30, 2024
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative PlanningPeter Mallouk will continue to lead the business and keep his majority stake.