Thun Financial Advisors specialize in serving U.S. citizens who live overseas
The president of the advisory firm GRID 202 Partners will take the top post in 2022
More and larger deals suggests the second half could reach record levels
Rhode Island keeps its requirement on the books
Benjamin Alderson, the former CEO of deVere USA, also agrees to a permanent bar
Prospecting is now more difficult, and advisers said they are less effective at selling products, a report from Limra and others shows
Both Black Stone Partners and Creative Capital Wealth Management are Pennsylvania-based
The purchase of Denver-based M.J. Smith and Associates was partially driven by the need for a succession plan
The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices
The Miami-based independent platform is the second to poach an adviser team from the wirehouse in the last week
The measure would cover supervision, cybersecurity and business continuity, among other areas
The $4.7 billion RIA will use the influx of new capital for a 'durability plan' and to make acquisitions
Maryland-based CenterPoint Wealth Advisors will use the firm's B-D and RIA platforms
The advisers are the first breakaway team Sanctuary has picked up from the wirehouse this year
Deal activity is expected to pick up steam in the second half of the year
An online version of the event will be held in December
ClearRock Capital marks the second acquisition for the advisory firm this week
The semiannual study shows the breakaway trend is increasingly gaining steam
SEC case charged that Connecticut-based Temenos Advisory put investor money at risk and concealed high commissions
Starfire Investment Advisers is based outside Detroit
